R and D

2 statements across 2 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Oct 26, 2018 by Martin Casado · across every show →

Everything said about R and D, oldest first

Oct 26, 2018 neutral
Insight
Casado: Startup R&D operates primarily as a fixed cost
“R and D really does pencil out as a fixed cost.”
Martin Casado Oct 26, 2018 ▶ 27:55 Going to Market When No Market Exists
Jan 2, 2019
Insight
Casado: Software R&D is a fixed cost, while sales scales linearly
“Like over time, R and D pencils out as almost a fixed cost, or at least like super sublinear, right? You know, you've got a number of engineers, but sales scales linearly with a number of people on the ground.”
Martin Casado Jan 2, 2019 ▶ 13:52 a16z Podcast | B2B2C
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