In this episode of The Generalist podcast, Mario Gabriele interviews Martin Casado, a general partner at a16z, about the AI boom, comparing its current stage to the early days of the dot-com era, specifically 1996. Casado discusses his investment style, which prioritizes market analysis over individual company evaluations, and expresses skepticism towards AGI-centric framings. He reflects on his career, from game engine development to software-defined networking and AI investing, highlighting AI coding as a potentially multi-trillion dollar opportunity. The conversation also covers the evolution of a16z, concerns about Chinese dominance in open source AI, and World Labs' work on 3D representation for robotics and VR.
Sign in to continue reading, translating and more.
Continue