AI wave
3 statements across 2 episodes · 3 bullish · 0 bearish · 1 people on the record · first statement Feb 6, 2025 by Martin Casado · across every show →
Everything said about AI wave, oldest first
Feb 6, 2025 bullish
Casado: Strong balance sheets prevent AI infrastructure market crash
“You have a much better foundation. Much, much better foundation for the AI wave, right? Like the primary investors are the big three cloud companies. They've got hundreds of billions of dollars on the balance sheet. Even if all of this goes away, they'll be fi…”
Jul 21, 2025 positive
Jul 21, 2025 bullish
Casado: Consolidated AI infrastructure companies will maintain high profit margins
“For the AI wave, yeah, for sure, like, this is extreme, but it will slow down, and then the consolidation will happen, but I guarantee you'll just end up with these great companies that maintain margin, like, AWS still has great margins, you know, Google still…”