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Martin Casado on Where the Value Is Going in AI

This story is from 2026-08-22. It is preserved in the archive; the latest stories are on the live feed.

Martin Casado joins MTS hosts Theo Jaffee and Sophia Dew to unpack where value is actually accruing in AI, why this technology cycle looks fundamentally different from previous waves, and whether the frontier labs will ultimately capture most of the market. Martin explains why AI has turned venture…

Read the full story at a16z Podcast ↗

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  1. 2026-08-22 10:00 · a16z Podcast
    Martin Casado on Where the Value Is Going in AI

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