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AI transformation

3 statements across 3 episodes · 1 bullish · 1 bearish · 3 people on the record · first statement Jul 21, 2025 by Martin Casado · across every show →

Everything said about AI transformation, oldest first

Jul 21, 2025 positive
Opinion
Casado: AI wave is most dramatic tech shift in 30 years
“The AI transformation of the last three years has been the most dramatic I've seen in, you know, the last 30 years of being in this industry.”
Martin Casado Jul 21, 2025 ▶ 16:23 The Future of Software Development - Vibe Coding, Prompt Engineering & AI Assistants
Aug 6, 2025
Insight
Raghuram: Tech transformations must originate from product strategy
“You cannot navigate this AI transformation, or for the matter, any other transformation, if it doesn't start from the product.”
Raghu Raghuram Aug 6, 2025 ▶ 32:34 From the Dot-Com Crash to the AI Era: How Builders Survive Waves of Disruption
Aug 9, 2026 negative
Insight
Massa: Enterprise AI transformation must be top-down, not bottom-up hackathons
“The first is it has to be top down because of this. Like, if you just get adoption, it won't go anywhere because it's hard to generate this taste or strategy for people to bottom up, decide what to build and whatnot, and come up with something that works for t…”
Ale Massa Aug 9, 2026 ▶ 25:45 Kavak's Playbook for Rebuilding a Company Around AI
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