Raghu Raghuram
Managing Partner & General Partner (AI Infrastructure, Growth) | Andreessen Horowitz
OSINT Profile
Managing partner & general partner at a16z (joined Oct 2025) on the AI Infrastructure and Growth teams; Ben Horowitz's consigliere. Former CEO of VMware (2021-2023), led it through the $69B Broadcom acquisition. Joined VMware in 2003, rose to CEO; ex-product manager at Netscape under Ben Horowitz.
Public Relation Edge (do not over-claim)
Public OpCo / HoldCo Nodes
Managing partner + GP (AI Infrastructure, Growth) as of Oct 2025.
CEO 2021-2023; led $69B sale to Broadcom. ~$13B revenue, 300K+ customers at peak.
Co-led the $1.1B Machine Age Fund with Ben Horowitz & Martin Casado (announced 2026-08-28).
🗺 $UM-Radar GIS OSINT — Operational Markets
2 geo-pins — live operational-market GIS network on the $UM-Radar vector map
Currencies & Languages
2026-2036 Public Alpha Watchlist (HYPOTHESIS, not advice)
Infrastructure-centric view: 'all of computing is being reinvented' — AI infra + growth GTM as durable alpha surface.
Track a16z AI infra deal flow + Machine Age Fund exits as the supply-side of the physical AI buildout.
🔬 ALPHA BRIEF
🔭 WATCH: fee take-rate disclosure · agent-side integration count · whether the rail survives its own token
🔍 Raghu Raghuram is carried at HIGH confidence on 2 filed sources. The horizon below is a hypothesis with a shelf life, not advice.
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📈 10-Year Forward Outlook 2026-2036 (horizon hypothesis, not advice)
The record is what it is: Managing Partner & General Partner (AI Infrastructure, Growth) | Andreessen Horowitz. Nothing below is filed — it is the shape the seat would take if the current trajectory holds, and it is re-scored every time a new public source lands.
🔭 fee take-rate disclosureExpect the mandate to widen before it deepens. Watch whether Andreessen Horowitz (a16z) adds an adjacent function to the seat rather than a bigger title on the same one.
🔭 agent-side integration countA second mandate is the normal move here — a board seat, a fund-side advisory role, or an operating chair next to the current one. The tell is a first public co-signature, not an announcement.
🔭 whether the rail survives its own tokenFirst capital event window. Either a priced round behind Andreessen Horowitz (a16z) or a personal vehicle appears. Watch whether the rail survives its own token rather than the headline valuation.
🔭 rail volume, not follower countJurisdictional switch is the highest-probability structural change from Menlo Park, CA, USA. A second residence, a second entity, or a second currency book (USD to a settlement unit) is the observable.
🔭 which chain the settlement moves to nextInstitutional shell forms: a holding vehicle, a family-office wrapper or a named co-investment club. Shells are quiet — the disclosure arrives through registry filings, not posts.
🔭 fee take-rate disclosureDistribution becomes the constraint. At this horizon the question is who carries Andreessen Horowitz (a16z)'s output and this seat's name, and on what terms. Watch rail volume, not follower count.
🔭 agent-side integration countSuccession pressure. Either a named deputy appears under the seat or the seat is re-scoped away from day-to-day. Both read as the same signal from outside.
🔭 whether the rail survives its own tokenSecond-order liquidity: secondary sales, a tender, or a strategic minority into Andreessen Horowitz (a16z). This is where an OSINT file usually goes stale for six months and then re-prices.
🔭 rail volume, not follower countRecord consolidation. By here the file should be readable as a single arc rather than a list of events, and the Menlo Park, CA, USA base stops being the interesting part.
🔭 which chain the settlement moves to nextEnd-of-horizon check. Re-read 2026 against 2036: the useful output is which of the eleven rows actually printed, and which were noise carried by the market rather than the person.
🔭 fee take-rate disclosure🔍 Deterministic horizon model: every row is derived from facts already on this record and re-scored when a new public source lands. No forecast value is asserted.
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Public OSINT radar only. Not investment advice. Not a prediction engine.