a16z GP, Martin Casado: Anthropic vs OpenAI & Why Open Source is a National Security Risk with China
164Martin 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.
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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 Venture: Backing the Wrong Winner”
01:05:40 Quick-Fire Round
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