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.

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For the full show notes, transcript, and links to mentioned content, check out the episode page here.

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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.

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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

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