#Martin Casado

AI's Consciousness Debate

Vishal Misra and Martin Casado discuss LLM functionality, the path to AGI, and the role of data in AI development.

The Shifting Sands of Venture: Specialization, Media, and AI's New Battlegrounds

Non-Consensus Investing: A Dangerous Dance for Founders

AI's Infrastructure Bet: Specialization, Media, and Enduring Value

AI's Dual Edge: Exponential Growth Meets Accelerated Wipeouts

American AI Policy Shifts From Fear to Frontier

The Polytheistic Future of AI

AI Is Eating Software: Reshaping the Infrastructure Landscape

AI's Reshaping of SaaS: Beyond the User Count