Transcript
Introduction
Patrick
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 the different implications of this modern 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 immerse opportunities and challenges AI presents among creativity, policymaking, agentic systems, real-world data structures and beyond. Please enjoy this great conversation with Martin Casado.
Looking Ahead to the Next Decade
Patrick
Martin, I'm so happy to do this with you for a second time, and there is so much to talk about what's going on in the world of technology, most specifically, AI. What do you think the 2030s will feel like?