application companies

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Jul 21, 2025 by Martin Casado · across every show →

Everything said about application companies, oldest first

Jul 21, 2025 neutral

Insight

Casado: Early in tech cycles, infrastructure and apps are indistinguishable

“Early in super cycles, it's very hard to distinguish between an infra company and, like, the application companies, and the reason is because the TAM is so small and so new, the new technology becomes the app, right?”

Martin Casado Jul 21, 2025 ▶ 19:42 The Future of Software Development - Vibe Coding, Prompt Engineering & AI Assistants

Turn any episode into a week of clips.

This entire site, over 1,000 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.

application companies

Everything said about application companies, oldest first

Turn any episode into a week of clips.