Martin Casado quote, Nov 19, 2025

General Partner, Andreessen Horowitz · Nov 19, 2025 · Essay, Bitter Economics

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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Words found on the source page on Sep 25, 2026.

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Date	Quote	Context	Source
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.Nathan LambertSep 19, 2026· Post	PostWhy I still haven't bought into true RSI	Source
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.Gary MarcusSep 10, 2026· Post	PostNo, Anderson Cooper, AI is not going to kill us all	Source
Sep 10, 2026	Everytime they scream that AI is going to kill us all, VCs toss in billions more.Gary MarcusSep 10, 2026· Post	PostNo, Anderson Cooper, AI is not going to kill us all	Source
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.Andrew ChenSep 8, 2026· Post	PostThe coming product retention crisis	Source
Sep 8, 2026	The future of marketing (and by extension, a large swath of product) is zero-sum and PvP - the abundance of apps/videos/pods/creators/experiences will mean we have infinity times more supply than demand.Andrew ChenSep 8, 2026· Post	PostThe coming product retention crisis	Source
September 2026	The obvious AI variant is to let your users opt in to training your model on their interactions with it. Many will resist that, but if some don't, the model they get to use will outperform the vanilla one used by the others.Paul GrahamSeptember 2026· Essay	EssayMaking Startups Powerful	Source

About this quote

Said by: Martin Casado, General Partner, Andreessen Horowitz
Where: Bitter Economics
Topics: Startups, Investment
Company: Andreessen Horowitz
Source: a16z.com/bitter-economics/

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