Martin Casado - Entering Uncharted AI Territory - [Invest Like the Best, EP.381]
Episode publishedPodcast: Invest Like the Best with Patr...Invest Like the Best with Patrick O'Shaughnessy
Transcript preview
Preview only
Patrick: This episode is brought to you by Twigas, 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 Step away from outdated inefficient methods and into the future with our platform, proudly hosting over 100,000 transcripts with over 25,000 transcripts added just this year alone. What sets Tigus apart? It's not just the sheer volume, it's the unmatched speed at which our library expands, consistently outstripping competitors. Our platform grows 8 times faster and adds twice as much monthly content as our competitors, putting us at the forefront of the industry.
Our collection is investor led, ensuring unparalleled quality and giving you access to questions and topics investors care most about. Plus, with 75% of private market transcripts available exclusively on Twigus, we offer insights you can't find elsewhere. Forget the traditional way of doing things. With Twigus, you have the most comprehensive, insightful, and rapidly growing transcript library at your fingertips. See the difference that a vast, quality driven tgus.com/patrick.
You may have heard me reference the idea of maniacs on a mission and how much that idea excites me. Well, David Senra is my favorite maniac on one of my favorite missions with his weekly crafting of the founders podcast. Through studying the lives of legends, he weaves together insights across history to distill ideas that you can use in your work. Founders reveals tried and true tactics battle tested by the world's icons and has David's infectious energy to accompany them. With well over 300 episodes, your heroes are surely in the lineup and his recent episode on Oprah is particularly great.
Founders is a movement that you don't want to miss. It's part of the Colossus network, and you can find your way to David's great podcast in the show notes. Hello, and welcome, everyone. I'm Patrick O'Shaughnessy, and this is Invest Like the Best. This show is an open ended exploration of markets, ideas, stories, and strategies that will help you better invest both your time and your money.
Invest Like the Best is part of the Colossus family of podcasts, and you can access all our podcasts, including edited transcripts, show notes, and other resources to keep learning at joincolossus.com.
Patrick: Patrick O'Shaughnessy is the CEO of Positive Sum. All opinions expressed by Patrick and podcast guests are solely their own opinions and do not reflect the opinion of Positive Sum. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Clients of Positive Sum may maintain positions in the securities discussed in this podcast. To learn more, visit psum.vc.
Patrick: My guest today is Martine Casado. Martine 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 Martine back to discuss all the different implications of this modern AI revolution. Before joining a 16 z, Martine pioneered software defined networking and cofounded Nikira, which was bought by VMware for 1,300,000,000 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 immerse opportunities and chal
Please enjoy this great conversation with Martin Casado. Martin, I'm so happy to do this with you for a second time, and there's so much to talk about that's going on in the world of technology, most specifically AI. What do you think the 2030s will feel like?
Martin: The 20 thirties. So I think the future is gonna be a lot we
Keep exploring with a free account.
A free account preserves the short preview. Upgrade to Pro for the full transcript and episode chat.