Martin Casado - Entering Uncharted AI Territory - [Invest Like the Best, EP.381]

Invest Like the Best with Patrick O'Shaughnessy

Colossus

Investing, Business, Technology

4.8 • 2.4K Ratings

🗓️ 9 July 2024

⏱️ 67 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

My guest today is Martin Casado. Martin is a partner at Andreessen Horowitz and first joined me on Invest Like the Best in 2022. So much has changed since then, and it was awesome to have Martin back to discuss all of the different implications of this AI revolution. Before joining a16z, Martin pioneered software-defined networking and co-founded Nicira, which was bought by VMware for $1.3 billion in 2012. He has studied, built, and invested in digital infrastructure his whole career which has primed him to go in-depth in this interview on the immense opportunities and challenges AI presents among creativity, policy-making, agentic systems, real-world data structures, and beyond. Please enjoy this conversation with Martin Casado. Listen to Founders Podcast For the full show notes, transcript, and links to mentioned content, check out the episode page here. ----- This episode is brought to you by Tegus, where we're changing the game in investment research. Step away from outdated, inefficient methods and into the future with our platform, proudly hosting over 100,000 transcripts – with over 25,000 transcripts added just this year alone. Our platform grows eight times faster and adds twice as much monthly content as our competitors, putting us at the forefront of the industry. Plus, with 75% of private market transcripts available exclusively on Tegus, we offer insights you simply can't find elsewhere. See the difference a vast, quality-driven transcript library makes. Unlock your free trial at tegus.com/patrick. ----- Invest Like the Best is a property of Colossus, LLC. For more episodes of Invest Like the Best, visit joincolossus.com/episodes. Past guests include Tobi Lutke, Kevin Systrom, Mike Krieger, John Collison, Kat Cole, Marc Andreessen, Matthew Ball, Bill Gurley, Anu Hariharan, Ben Thompson, and many more. Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. Follow us on Twitter: @patrick_oshag | @JoinColossus Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes: (00:00:00) Welcome to Invest Like the Best (00:01:48) The Future of AI and Creativity (00:03:11) Economic Implications of AI (00:04:33) AI's Impact on Content Creation (00:08:21) Challenges in AI and Robotics (00:12:16) Human Data and AI Training (00:20:30) Investing in AI and Robotics (00:26:00) Defensibility and Competition in AI (00:33:22) Regulatory Considerations (00:35:26) Internet Era Parallels and Security Concerns (00:40:25) Open Source vs. Closed Source in Tech (00:43:45) Market Annealing and Category Creation (00:46:13) Data and Hardware Innovations in AI (00:55:55) Agents and the Future of AI

Transcript

Click on a timestamp to play from that location

0:00.0	This episode is brought to you by Teagus, where we're changing the game in investment research.
0:04.8	Step away from outdated inefficient methods and into the future with our platform, proudly hosting
0:09.3	over 100,000 transcripts with over 25,000 transcripts added just this year alone.
0:14.6	What sets Tegis apart? It's not just the sheer volume, it's the unmatched speed at which our library expands,
0:20.0	consistently outstripping competitors. Our platform grows eight times faster and adds twice as much monthly content as our competitors,
0:27.0	putting us at the forefront of the industry.
0:29.0	Our collection is investor-led, ensuring unparalleled quality, and giving you access to questions and topics
0:34.5	investors care most about. Plus, with 75% of private market transcripts available exclusively
0:40.0	on Tegis, we offer insights you can't find elsewhere.
0:43.0	Forget the traditional way of doing things.
0:45.0	With Tegis, you have the most comprehensive, insightful, and rapidly growing
0:48.0	transcript library at your fingertips.
0:50.0	See the difference that a vast quality-driven transcript library makes.
0:53.5	Unlock your free trial at TECAS.com slash Patrick.
0:57.0	You may have heard me reference the idea of maniacs on a mission and how much that idea excites me.
1:03.6	Well, David Senra is my favorite maniac
1:05.6	on one of my favorite missions
1:06.8	with his weekly crafting of the Founders Podcast.
1:09.7	Through studying the lives of legends,
1:11.4	he weaves together insights across history to distill ideas that you can use in your work.
1:17.0	Founders reveals tried and true tactics, battle tested by the world's icons and has David's infectious energy to accompany them.
1:24.0	With well over 300 episodes, your heroes are surely in the lineup
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Colossus, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Colossus and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.