Erik Torenberg, a partner at venture capital firm a16z, said the internet is not merely a simulation of real life, but is real life itself [1, 2].
This perspective shifts the focus from whether digital interactions are 'authentic' to where the most significant economic value is being created. By framing the internet as an extension of human existence rather than a separate tool, a16z is positioning itself to invest in the infrastructure of a digital-first society.
Torenberg's argument challenges the traditional distinction between the physical and digital worlds. He suggests that the time and energy spent in digital spaces are not distractions from reality, but are integral parts of the human experience. For the firm, this is not a matter of philosophical debate, but a strategic investment thesis [1, 2].
"The internet isn’t just like real life, a top VC says—it is real life," Torenberg said [1]. "For a16z, that’s not a philosophy, it’s an investment," he added [1].
This approach aligns with a16z's broader interest in AI and the evolution of the internet. As digital platforms evolve, the firm believes that the tools and services that define the digital experience will become the most critical infrastructure of the future. The shift in definition is intended to challenge those who view digital life as a separate or inferior category of existence [1, 2].
By treating the internet as reality, a16z is looking for companies that build the fundamental building blocks of this digital reality. This includes everything from AI-driven communication tools to new forms of digital identity and social interaction. The firm's goal is to identify the most influential platforms that will shape how humans interact in the digital age.
“The internet isn’t just like real life... it is real life.”
This shift in perspective represents a move away from the 'metaverse' terminology of previous years, moving toward a conceptualization of the digital realm as an integrated part of human life. By treating digital infrastructure as the primary site of economic activity and investment, a16z is betting that the majority of human experience will be mediated by AI and digital platforms, effectively erasing the same distinction between 'online' and 'offline' that the same firm previously championed.





