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Why a16z's Martin Casado Believes the AI Boom Still Has Years to Run

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Why a16z's Martin Casado Believes the AI Boom Still Has Years to Run

The a16z Show

2025/12/30
The a16z Show

The a16z Show

2025/12/30
OverviewShownoteHighlightsTranscriptChaptersPins

Shownote

This episode is a special replay from The Generalist Podcast, featuring a conversation with a16z General Partner Martin Casado. Martin has lived through multiple tech waves as a founder, researcher, and investor, and in this discussion he shares how he thi...

Highlights

In this insightful conversation, Martin Casado offers a seasoned perspective on the unfolding AI revolution, drawing from his unique journey across founding, research, and venture capital. He reflects on how today’s technological momentum compares to past waves, emphasizing the importance of market dynamics over individual brilliance when identifying winning startups.
15:42
Software pricing insights from 2009 still shape company growth and valuation today.
30:10
Hock Tan is one of the best infrastructure CEOs due to his business acumen and retention skills.
43:34
95% of enterprise AI deployments aren't delivering value according to a MIT study
48:48
Writing is thinking — I don’t use AI for writing.
1:03:31
Bringing the marginal cost of 3D content creation to zero would create an infinitely large market
1:17:00
With unlimited resources, I would clone people to study nature vs. nurture.

Chapters

How does the current AI surge compare to past tech revolutions?
00:00
Why do markets matter more than founders in high-growth eras?
24:19
Is this AI wave built on real value or just hype?
38:31
Can AI truly transform how we write code—and think?
46:15
What would unlock the next frontier in 3D and embodied AI?
1:01:09
Why are AGI debates holding back real progress?
1:11:22
Is America falling behind in the open-source AI race?
1:14:12

Transcript

Martin Casado: If you ask me, what is the one area that AI has surprised you, it's AI coding. I've been developing my whole life and I would never have guessed it'd be this good. Mario Gabriele: You have mentioned that some of the energy that you're seein...