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traditional infrastructure startups

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Sep 4, 2025 by Martin Casado · across every show →

Everything said about traditional infrastructure startups, oldest first

Sep 4, 2025 negative
Assertion Not checkable as stated
Casado: Traditional infrastructure startups currently struggle to raise capital
“In my area of traditional infra, or of infra, a lot of the traditional companies that, you know, two years ago would be great, like, can't even raise right now, just because they're not in the sweet spot.”
Martin Casado Sep 4, 2025 ▶ 17:56 Is Non-Consensus Investing Overrated?
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