Martin Casado quote, Nov 19, 2025

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

In fact, we’ve gotten so good at scaling AI with GPUs that power not compute is the primary limitation.

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

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Date	Quote	Context	Source
Sep 22, 2026	If the top U.S. labs have to give up on what is supposed to be really important, they will look very “catchable.” The policy creates a big incentive for some other parts of the world to invest a lot more in compute.Tyler CowenSep 22, 2026· Post	PostBanning self-recursive improvement in AI models?	Source
Sep 21, 2026	A world with sufficient compute is one where intelligence is a commodity, and in commodity markets margin comes from a superior cost structure, which I would expect the leading model providers to have, in part because they have a meaningful lead in scaling and can apply superior AI to their infrastructure.Ben ThompsonSep 21, 2026· Post	PostFrontier Overhangs	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 19, 2026	It is important to not confuse massive steps in inference-time scaling, a dynamic which should be fairly predictable, with being the outputs of RSI, which is highly uncertain.Nathan LambertSep 19, 2026· Post	PostWhy I still haven't bought into true RSI	Source
Sep 17, 2026	If you have five hours, you’re probably going to do a lot better. The AI models are pretty similar.Noam BrownSep 17, 2026· Interview	InterviewDwarkesh Podcast: Agent swarms, alignment, and recursive self-improvement	Source
September 2026	Within a generation, the way we discover medicine, manage power grids, and secure our national infrastructure will be completely transformed.Aidan GomezSeptember 2026· Essay	EssayAI Needs Evidenced Standards, Not A Cartel (Who Gets to Define the Rules for AI?)	Source

About this quote

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

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