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Martin Casado discusses frontier-model economics and what happens when AI growth slows

The a16z general partner also discusses consensus investing, moats and private-market efficiency.

7 Sources, 5h ago, first seen 5h ago

TLDR

Patrick O'Shaughnessy shared his second conversation with a16z general partner Martin Casado. Topics include frontier-model economics, infrastructure bottlenecks, what happens when AI growth slows and lessons from acquisitions involving Cursor, OpenRouter and World Labs.

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7 Sources, first seen 5h ago