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infrastructure companies

2 statements across 2 episodes · 2 bullish · 0 bearish · 1 people on the record · first statement Mar 10, 2018 by Martin Casado · across every show →

Everything said about infrastructure companies, oldest first

Mar 10, 2018 bullish
Prediction Not checkable as stated
Casado: API abstraction accelerates launch speeds for infrastructure startups
“And so for me as an infrastructure investor, this means you're going to have more infrastructure companies that can get off the ground quicker because they don't have to appeal directly to a human user or consumer.”
Martin Casado Mar 10, 2018 ▶ 9:12 The World Through an API
Apr 8, 2026 bullish
Assertion Not checkable as stated
Casado: 50 a16z infrastructure portfolio companies recently saw asymptotic growth
“I you know, I've been in for investing for, 10 years now, I probably have a portfolio of 240 companies that work with. I have visibility that was saying that 50 of them, these are all infrastructure companies. Some historically have done well, some not so well…”
Martin Casado Apr 8, 2026 ▶ 45:08 Box CEO on the AI Adoption Gap | The a16z Show
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