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. ----------------------------------------------- In Today’s Episode We Discuss: 00:00 Intro 01:19 Analysis of Current AI Investment Landscape 03:31 “The Oligopoly Is Coming, Just Like Cloud” 09:44 Are AI Models Actually Terrible Venture Investments? 13:40 Exploring Value Concentration Across Verticals 22:08 Why it is BS to Denigrate AI Apps for Having Low Margins 31:00 “Open Source Is a National Security Weapon And We're Losing” 40:41 Does AI Make 1x Engineers 10x or 10x Becomes 100x 49:30 “We’re All Dead Wrong About AI and Job Loss” 01:00:34 “The Only Sin in ...