Martín Casado

6 statements across 2 episodes · 1 bullish · 2 bearish · 1 people on the record · first statement Jul 15, 2017 by Martín Casado · said 20 times in 4 episodes since 2017 · across every show →

On the record as a speaker too: Martín Casado's record, appearances and statements → this page counts the times other people say the name.

Mentions by year

brought up most by Nand Mulchandani (5), Derek Harris (5), Erik Torenberg (4), Martin Casado (2), Leo Polovets (2), Matthew Olson (1)

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011201720182019202020212022202320242025episodes it came up in
007.50.5151201720182019202020212022202320242025episodesmentions per episode
2025 6 mentions in 1 episode
2024 11 mentions in 1 episode
2019 1 mention in 1 episode
2017 2 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Martín Casado, oldest first

Jul 15, 2017 bullish
Prediction Not checkable as stated
Casado: Trillions in enterprise infrastructure market cap will be disrupted
“I don't think that there's any silo in infrastructure that's safe from this. I think we're talking trillions of dollars of market cap and hundreds of billions of dollars of value that are going to be disrupted. I think this is going to usher an entirely new er…”
Martín Casado Jul 15, 2017 ▶ 22:27 Trends in and the Future of Infrastructure
Mar 11, 2024
Insight
Casado: Open-source AI models return software development to the mainframe era
“Even if the weights and biases are open source, I don't know how much you can modify it. Right? So it almost feels like we're going back to this old mainframe day where, like, it's great to have it, and you can operationalize it, but you're not going to have t…”
Martín Casado Mar 11, 2024 ▶ 32:03 Intelligence in the Age of AI with new CTO of the CIA
Mar 11, 2024 negative
Assertion Not checkable as stated
Casado: There is no evidence of agentic behavior in LLMs
“The thing that we've not seen any evidence of is agentic behavior.”
Martín Casado Mar 11, 2024 ▶ 13:23 Intelligence in the Age of AI with new CTO of the CIA
Mar 11, 2024 negative
Insight
Casado: LLM errors accumulate exponentially when operating out of distribution
“If it generates anything out of distribution. Like, and by the way, out of distribution means it's not commonly represented in the training set. Then that error is going to accrue and it tends to accrue exponentially provably, right?”
Martín Casado Mar 11, 2024 ▶ 13:32 Intelligence in the Age of AI with new CTO of the CIA
Mar 11, 2024
Assertion Not checkable as stated
Casado: Fingerprinting AI-generated content is not difficult
“It actually turns out that if a computer generates something, the ability to kind of fingerprint that isn't that difficult. It's actually not that hard, right? So I actually think it becomes much, much easier to detect if people are using AI and tooling actual…”
Martín Casado Mar 11, 2024 ▶ 6:19 Intelligence in the Age of AI with new CTO of the CIA
Mar 11, 2024 neutral
Prediction Not checkable as stated
Casado: AI will not create an asymmetric advantage for offense or defense
“It doesn't change the equilibrium in the sense that, that, you know, there's going to be more tooling for offense. There's going to be more tooling for defense. This is no like asymmetric superpower, which by the way, is very, very different than the internet.”
Martín Casado Mar 11, 2024 ▶ 11:59 Intelligence in the Age of AI with new CTO of the CIA
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