portfolio conflicts

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Aug 22, 2025 by Martin Casado · across every show →

Everything said about portfolio conflicts, oldest first

Aug 22, 2025
Insight
Casado: Aggressive early AI investments create conflicts blocking potential winners
“Conflicts really matter in this space, and so if you're too aggressive early and you don't really think through things, it can really keep you from investing in the one that's winning.”
Martin Casado Aug 22, 2025 ▶ 0:30 The State of AI: Growth, Fragmentation, and the Next Wave
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