Black Forest Labs

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jul 28, 2025 by Martin Casado · said 10 times in 5 episodes since 2025 · across every show →

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brought up most by Harry Stebbings (5), Martin Casado (3), Marc Andreessen (1)

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2026 7 mentions in 4 episodes 2 per episode

Arena CEO: There Will be a $100BN US Open-Source Model & Data is a Trillion Dollar Market Aug 2, 2026 · 3 mentions · from 1:07:12
The Early Days of Anthropic & How 21 of 22 VCs Rejected It | The Four Bottlenecks in AI | Anj Midha · 20VC with Harry Stebbings Apr 14, 2026 · 2 mentions · from 0:15
Nebius Co-Founder on AI Infrastructure Bubbles | How Price Elastic is Demand for Compute · 20VC with Harry Stebbings Jun 8, 2026 · 1 mention · from 52:20
Marc Andreessen: Will a16z Go Public & Why Labour Displacement with AI is Wrong? · 20VC with Harry Stebbings Mar 30, 2026 · 1 mention · from 44:41
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2025 3 mentions in 1 episode

a16z GP, Martin Casado: Anthropic vs OpenAI & Why Open Source is a National Security Risk with China · 20VC with Harry Stebbings Jul 28, 2025 · 3 mentions · from 10:28
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Everything said about Black Forest Labs, oldest first

Jul 28, 2025 bullish

Insight

Casado: Specialized Diffusion Models Like Midjourney Have Superior Business Economics

“Like, say, like 11 Labs, Midjourney, Black Forest Labs, Ideogram. These are wonderful businesses that have great economics because the models are smaller.”

Martin Casado Jul 28, 2025 ▶ 10:28 a16z GP, Martin Casado: Anthropic vs OpenAI & Why Open Source is a National Security Risk with China · 20VC with Harry Stebbings

Black Forest Labs

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