Home Speakers Martin Casado Quote AI projects, on the other hand, are taking far more capital, by far smaller teams, and turning that into historic growth rates for both new users and revenue.
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More from Martin Casado Essay Bitter Economics Nov 19, 2025
I’d argue that whether or not AGI emerges from a single model, the impact of this meta economic machinery is functionally similar. That is, it reduces a massively broad class of technical problems to simply a matter of economics. Essay Bitter Economics Nov 19, 2025
In fact, we’ve gotten so good at scaling AI with GPUs that power not compute is the primary limitation. Essay Bitter Economics Nov 19, 2025
There’s a reason the fastest-growing AI companies are hiring software engineers as fast as they can. Essay Base AI Policy on Evidence, Not Existential Angst Dec 16, 2024
But despite all the hubbub and competing interests, there actually is a reasonable policy position the United States can take: to focus on marginal risk and apply our regulatory energy there. Essay Base AI Policy on Evidence, Not Existential Angst Dec 16, 2024
In the end, we might conclude the best policy for human welfare is to invest aggressively in AI rather than to encumber it. Essay Base AI Policy on Evidence, Not Existential Angst Dec 16, 2024
We should only depart from the existing regulatory regime, and carve new ground, once we understand the marginal risks of AI relative to existing computer systems.
On the same topics Blog New founder archetypes in the AI era Oct 27, 2026
The solo founder is part of a list of maybe new archetypes that I think we’ll soon see a lot more of - and I’ll make both the pro and con case for each here: Solo founders Why: Solo founders can do 100x with AI, so they can ship a v1 when previously they couldn’t have before Why not: Maybe a team of cofounders still makes more progress. Blog Can solo founders win in the AI era? Oct 27, 2026
These days at a16z I’m mostly working on Speedrun , where we write the first check into brand new startups (up to $1M), and a lot of what we focus on is founder backgrounds/profiles. What are the right ones? How will the profiles change as we enter the age of AI? Blog Why I still haven't bought into true RSI Sep 19, 2026
I have my doubts that the labs can afford to spend a constant portion of this compute on internal R&D as the total volume goes up, especially with plans to IPO, as they face increased scrutiny on basic economics. Blog No, Anderson Cooper, AI is not going to kill us all Sep 10, 2026
But in my view, the net effect of the last decade of “Doomer” talk (Coxon appears to be a card-carrying member of that party) has been to make the Frontier AI companies wealthier and more powerful. Blog No, Anderson Cooper, AI is not going to kill us all Sep 10, 2026
Everytime they scream that AI is going to kill us all, VCs toss in billions more. Blog The coming product retention crisis Sep 8, 2026
That’s a fair question at the dawn of the AI age when an app might take about as much time to build as editing a Youtube video. So this means average product retention will collapse, and the days of seeing >20% D30 will feel like a dream. About this quote 
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