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infrastructure layer

2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Jan 2, 2019 by Martin Casado · across every show →

Everything said about infrastructure layer, oldest first

Jan 2, 2019 bearish
Prediction Not checkable as stated
Casado: The AI infrastructure layer will eventually become free
“One thing which is different than IT and industry in the past is it seems pretty clear because the value is in data, and because the value is in optimization, that the infrastructure layer will be free.”
Martin Casado Jan 2, 2019 ▶ 26:30 a16z Podcast | AI, from 'Toy' Problems to Practical Application
Oct 30, 2025 positive
Insight
Baker: Infrastructure is safer than applications early in tech waves
“It's one reason I think the infrastructure layer is often maybe a safe place to be at the beginning of one of these new technology waves.”
Gavin Baker Oct 30, 2025 ▶ 11:23 "Is there an AI bubble?” Gavin Baker and David George
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