Martin Casado, David Ulevitch, and Ben Horowitz on a16z Infra #1
a16z Live
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The Evolution of the Infa Structure
Axy: Data's just so central to how we built business, is right? And as a result, we're seeing this kind of explosion of companies and tooling around data. Axy: If you look at data as a market segment, it's about twice as fast as the rest of the cager,. So if you see an explosion in dataCompanies are trying to enable that are building on top of each other by using data for differentiation. Whether this is like time prediction, or whether this is fraud detection, wheter this is personalization from an investor standpoint, i mean, there's probably too many firms out there to track.
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