Martin Casado is a General Partner @ a16z where he leads the firms $1.25BN infrastructure fund. At a16z, Martin has led investments in companies like Cursor, dbt Labs, and Fivetran to name a few. Before joining a16z, he co-founded Nicira, acquired by VMware for $1.26B. At VMware, he served as CTO of Networking. Widely regarded as a visionary in enterprise infrastructure, Martin has helped shape the modern cloud computing stack.
Agenda:
00:00 – Analysis of Current AI Investment Landscape
04:45 – Will Anthropic Kill the AI App Layer?
09:20 – "The Oligopoly Is Coming—Just Like Cloud"
12:50 – Are AI Models Actually Terrible Venture Investments?
15:40 – Why it is BS to Put Down AI Apps for Having Temporary Revenue
21:30 – "Open Source Is a National Security Weapon—And We're Losing"
26:40 – "Have the Foundation Models of the Future All Been Founded Already"
34:30 – Why it is BS to Denigrate AI Apps for Having Low Margins
38:40 – Does AI Make 1x Engineers 10x or 10x Becomes 100x
44:10 – "We're All Dead Wrong About AI and Job Loss"
50:30 – "The Only Sin in Venture: Backing the Wrong Winner"
55:10 – What People Think They Know About Wealth But Do Not
View all episodes
By Harry Stebbings
4.4
490490 ratings
Martin Casado is a General Partner @ a16z where he leads the firms $1.25BN infrastructure fund. At a16z, Martin has led investments in companies like Cursor, dbt Labs, and Fivetran to name a few. Before joining a16z, he co-founded Nicira, acquired by VMware for $1.26B. At VMware, he served as CTO of Networking. Widely regarded as a visionary in enterprise infrastructure, Martin has helped shape the modern cloud computing stack.
Agenda:
00:00 – Analysis of Current AI Investment Landscape
04:45 – Will Anthropic Kill the AI App Layer?
09:20 – "The Oligopoly Is Coming—Just Like Cloud"
12:50 – Are AI Models Actually Terrible Venture Investments?
15:40 – Why it is BS to Put Down AI Apps for Having Temporary Revenue
21:30 – "Open Source Is a National Security Weapon—And We're Losing"
26:40 – "Have the Foundation Models of the Future All Been Founded Already"
34:30 – Why it is BS to Denigrate AI Apps for Having Low Margins
38:40 – Does AI Make 1x Engineers 10x or 10x Becomes 100x
44:10 – "We're All Dead Wrong About AI and Job Loss"
50:30 – "The Only Sin in Venture: Backing the Wrong Winner"
55:10 – What People Think They Know About Wealth But Do Not
1,290 Listeners
171 Listeners
1,100 Listeners
2,128 Listeners
236 Listeners
9,901 Listeners
133 Listeners
118 Listeners
515 Listeners
35 Listeners
22 Listeners
37 Listeners
41 Listeners
1 Listeners
45 Listeners