Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

Content provided by The Twenty Minute VC and Harry Stebbings. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Twenty Minute VC and Harry Stebbings or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

20VC: a16z's Martin Casado on Anthropic vs OpenAI: Where Value Accrues | Cursor vs Replit vs Lovable: Who Wins and Who Loses | The One Sin in AI Investing | Why Open Source is a National Security Risk with China

1:10:37
 
Share
 

Manage episode 496971766 series 73567
Content provided by The Twenty Minute VC and Harry Stebbings. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Twenty Minute VC and Harry Stebbings or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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

  continue reading

1340 episodes

Artwork
iconShare
 
Manage episode 496971766 series 73567
Content provided by The Twenty Minute VC and Harry Stebbings. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Twenty Minute VC and Harry Stebbings or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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

  continue reading

1340 episodes

Alle episoder

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play