AI tech stack
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jul 28, 2025 by Martin Casado · across every show →
Everything said about AI tech stack, oldest first
Jul 28, 2025 bullish
Casado: Zero-Sum AI Investing Is A Mistake; Every Layer Captures Value
“Observationally, there's only been one sin, and that one sin is zero sum thinking. We always worry about like, oh, is this defensible? Oh, will this layer get margin? Will this layer get value? And the answer has kind of been unilaterally yes. The answer has b…”