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AI market defensibility

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Aug 22, 2025 by Martin Casado · across every show →

Everything said about AI market defensibility, oldest first

Aug 22, 2025 positive
Insight
Casado: Doubters of AI application defensibility and market fragmentation were wrong
“Like anybody that likes decried, oh, defensibility isn't going to work has been wrong. Anybody that's decried, like, it's all going to aggregate has been wrong. So zero sum thinking has been wrong.”
Martin Casado Aug 22, 2025 ▶ 4:55 The State of AI: Growth, Fragmentation, and the Next Wave
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