
AI made startups capital-bound: 20 people can now spend $1 billion
Martin Casado and Steven Sinofsky on AI's math wins and their unproven economic value, whether LLMs are another abstraction layer, and why capital now beats engineering.
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Martin Casado and Steven Sinofsky on AI's math wins and their unproven economic value, whether LLMs are another abstraction layer, and why capital now beats engineering.

Ben Horowitz, Martin Casado and Raghu Raghuram launch the Machine Age fund and get into the supply crunch, agents as employees, and why hardware needs systems founders.

Grepr CEO Jad Naous and host Martin Casado debate how AI coding gains of 10-20x carry over to production operations, security, and the physical world.