Evolving Perspectives on SaaS Founders and Investment Strategies

Martin Casado is a General Partner at Andreessen Horowitz (a16z), where he focuses on AI and infrastructure investments. He previously co-founded Nicira which was acquired by VMware for $1.2 billion in 2012.

In this episode of World of DaaS, Martin and Auren discuss:

• Economics of open source AI
• Chinese AI innovation with DeepSeek
• Model collapse and data moats
• Regulatory challenges in AI

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You can find Auren Hoffman on X at @auren and Martin Casado on X at @martin_casado.

Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)