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

Looking for more tech, data and venture capital intel? Head to worldofdaas.com for our podcast, newsletter and events, and follow us on X @worldofdaas.

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)

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