Anjney Midha, Marco Mascorro, Rajko Radovanovic, and Justine Moore
Visual AI has a supply chain problem.
While raw image and video generation is progressing rapidly, these base models are the first mile of the AI value chain. To unlock their greatest potential, these models need the world’s most talented product and engineering teams to build delightful, simple, and tailored workflows and end-user experiences — the last mile — without needing to become experts in generative modeling research.
That’s why we’re excited to announce our seed investment in Black Forest Labs (BFL), a team that’s on a mission to build the world’s best open visual models for developers. BFL is addressing this need by focusing exclusively on the first mile, freeing up developers and product engineers to focus on the last mile.
BFL is led by Robin Rombach, Patrick Esser, and Andreas Blattmann — the original co-creators of the Stable Diffusion series of models that revolutionized open source image generation. Their work on latent diffusion models formed the foundation for Stable Diffusion and influenced core architectural elements of models like DALL-E 2 and 3, and Sora. Today, Stable Diffusion forms the backbone of the open source image generation community. On Hugging Face, 9 out of the 10 most downloaded text-to-image models are based on derivatives of Stable Diffusion.
Critically, BFL is committed to continuing the open weights approach that made Stable Diffusion so impactful, while building a sustainable business focused on developers. While they plan to offer paid API access and custom enterprise solutions, they will release core models with permissive licenses. This strategy has several key advantages:
Generative visual models have the potential to revolutionize industries from entertainment and education to product design and scientific visualization. By making powerful base models more accessible to developers and researchers, BFL could accelerate innovation across a wide range of fields.
We’re thrilled to partner with Robin, Patrick, Andreas, and the entire BFL team on this journey. Their commitment to open source, technical excellence, and fostering a collaborative AI ecosystem aligns perfectly with our vision for the future of artificial intelligence.
We can’t wait to see what the community builds with Black Forest Labs’ models! You can read more about the founding team, their mission, and their newly released state-of-the-art models on their website.
Sign up for our a16z newsletter to get analysis and news covering the latest trends reshaping AI and infrastructure.
Check your inbox for a welcome note.
Anjney Midha is a general partner at Andreessen Horowitz, where he invests in AI, infrastructure, and open source technology.
Marco Mascorro is a partner on the infrastructure team at Andreessen Horowitz, where he focuses on AI, infrastructure, open source software, and automation.
Rajko Radovanovic is an investing partner on the infrastructure team at Andreessen Horowitz.
Justine Moore is a partner on the consumer tech team at Andreessen Horowitz, where she focuses on AI companies.
The views expressed here are those of the individual AH Capital Management, L.L.C. (“a16z”) personnel quoted and are not the views of a16z or its affiliates. Certain information contained in here has been obtained from third-party sources, including from portfolio companies of funds managed by a16z. While taken from sources believed to be reliable, a16z has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation. In addition, this content may include third-party advertisements; a16z has not reviewed such advertisements and does not endorse any advertising content contained therein.
This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. Furthermore, this content is not directed at nor intended for use by any investors or prospective investors, and may not under any circumstances be relied upon when making a decision to invest in any fund managed by a16z. (An offering to invest in an a16z fund will be made only by the private placement memorandum, subscription agreement, and other relevant documentation of any such fund and should be read in their entirety.) Any investments or portfolio companies mentioned, referred to, or described are not representative of all investments in vehicles managed by a16z, and there can be no assurance that the investments will be profitable or that other investments made in the future will have similar characteristics or results. A list of investments made by funds managed by Andreessen Horowitz (excluding investments for which the issuer has not provided permission for a16z to disclose publicly as well as unannounced investments in publicly traded digital assets) is available at https://a16z.com/investments/.
Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others. Please see https://a16z.com/disclosures for additional important information.