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AI technology stack

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

Everything said about AI technology stack, oldest first

Aug 22, 2025 negative
Insight
Casado: The AI technology stack offers no inherent competitive moats
“There is no, as far as I can tell, as far as we can tell, there is no inherent endemic mode In the technology stack to AI, other than just overcoming the bootstrap problem.”
Martin Casado Aug 22, 2025 ▶ 12:21 The State of AI: Growth, Fragmentation, and the Next Wave
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