Yoko Hongyu Li

Partner, a16z
Yoko Hongyu Li blends roles as cartoonist, engineer, and product manager—using her public cartoonist persona stuffyokodraws to explain complex technical and product ideas visually, uncommon among infrastructure and AI investors.
How to contact Yoko Hongyu Li
Stages their fund invests in
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Sectors their fund invests in
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Avg Check
$500K - $100M
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Does their fund Lead?
Yes
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Geos their fund invests in
Asia-Pacific, USA
Yoko Hongyu Li
Stages their fund invests in
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Sectors their fund invests in
AI
Defense
Biotech
Consumer
Web3 / Crypto
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Avg Check
$500K - $100M
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Leads?
Yes
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About Yoko Hongyu Li

Yoko Hongyu Li is a venture investor at Andreessen Horowitz who combines four typically separate identities—cartoonist, engineer, product manager, and venture investor—positioning herself as someone who "builds product, writes code and draws comics" rather than a pure finance-background VC. She uses visual storytelling and comics through her established public cartoonist persona ("stuffyokodraws") to explain complex technical and product ideas, which is unusual for an infrastructure/AI investor.

Yoko Hongyu Li's Interests

What they've been talking about across their social media accounts
  • Active involvement in building and testing applications using AI coding assistants. She recently developed a project called TetrisBench to test human versus AI performance, utilizing a modern stack that included Cursor, Netlify, and Supabase to demonstrate how quickly AI-assisted coding allows for shipping products.
  • Strong perspective on the shifting landscape of software development workflows. She argues that local development environments are becoming less critical as coding models improve, favoring iteration in production-like or ephemeral preview environments to bypass configuration bottlenecks.
  • Deep interest in evaluating and comparing the reasoning capabilities of Large Language Models. She actively tracks how specific models like Gemini Flash and Anthropic Opus perform on logic-heavy tasks, noting for instance that Gemini Flash reached a significantly higher win rate in her Tetris simulations compared to competing models.
  • A focus on the operational hurdles that remain despite advancements in code generation. She points out that while generating code is becoming trivial, the real constraints for developers are now shifting to setting up environments, handling dependencies, and managing permissions.
  • Enthusiasm for the intersection of generative AI and three-dimensional world building. She has highlighted the potential for coding agents to unlock new applications in 3D spaces, specifically referencing the ambitious work being done by World Labs.

About their Fund

Sectors
AI, Defense, Biotech, Consumer, Web3 / Crypto
Rounds
Seed - Series B+
Avg Check Size
$500K - $100M

Andreessen Horowitz built a 150+ person operating platform providing recruiting, marketing, and technical support to portfolio companies, and transitioned from a traditional venture fund to a Registered Investment Advisor to make aggressive crypto investments and buy illiquid assets. The firm explicitly positions itself as "a media company now" that produces podcasts and research to capture founder mindshare, while using unusually large fund sizes to lead mega-rounds backing controversial, highly ambitious visions in frontier technology.

Other partners at the fund
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