hardware startup
also referred to as: hardware startups
2 statements across 1 episodes · 2 bullish · 0 bearish · 1 people on the record · first statement Aug 28, 2026 by Martin Casado · across every show →
Everything said about hardware startup, oldest first
Aug 28, 2026 bullish
Casado: Top founder hardware pitches jumped from 5% to over 30%
“I don't know the actual numbers, but I was trying to estimate it over the weekend. So I think we'd get, you know, maybe five percent of the deals from top founders would come in, would be harder before. Now it's the north of 20% or 30% right now.”
Aug 28, 2026 bullish
Casado: Desperate AI labs ink commercial deals before startup hardware even exists
“The first one is the labs are so desperate that they will engage with startups. And so, like, we actually have quite a bit of signal early on because they're, you know, the labs are, Inking deals with companies before they actually have hardware available. And…”