YouSaid · the spoken record

Martin Casado

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104
first
2025-12-30
most recent
2025-12-30
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1
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podcast

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  1. “Actually, it was Department of Energy. So I worked at Lawrence Livermore National Lab. So, actually, I'm going to rewind it like just a couple of years. So I actually paid for a lot of undergrad.”

    2025-12-30 · a16z Podcast · Why a16z's Martin Casado Believes the AI Boom Still Has Years to Run · IDENTIFIED FROM THE TRANSCRIPT · source

  2. “I used to think from company out. I've stopped that. Now I think only from markets in. The reality is the market creates the company in most cases not the other way around. And so I always start with what is the market? And then I ask the question, is this the right founder for this market? It's clearly not perfect. And in fact, you'll be wrong a lot of the time, but I would submit that if you invest in this way, you will be right in a way that's better than market norm.”

    2025-12-30 · a16z Podcast · Why a16z's Martin Casado Believes the AI Boom Still Has Years to Run · IDENTIFIED FROM THE TRANSCRIPT · source

  3. “Feels a lot like early 96, but I don't think we're anywhere close to late 90s level bubble. No, I think that could come. The current technology wave is you can actually deploy capital and you can get revenue on the other side of it. And I think that is what the market is trying to normalize. But there's a true value being created in this AI. And I think that if money is not falling, it's going to miss the greatest super cycle in the last 20 years.”

    2025-12-30 · a16z Podcast · Why a16z's Martin Casado Believes the AI Boom Still Has Years to Run · IDENTIFIED FROM THE TRANSCRIPT · source

  4. “If you ask me what is the one area that AI has surprised you, it's encoding. I've been developing my whole life, and I would never have guessed it'd be this good.”

    2025-12-30 · a16z Podcast · Why a16z's Martin Casado Believes the AI Boom Still Has Years to Run · IDENTIFIED FROM THE TRANSCRIPT · source