Casado: Tech supercycles originate with prosumer adoption before enterprise penetration
Martin Casado · The State of AI: Growth, Fragmentation, and the Next Wave · Aug 22, 2025 · at 16:10
a16z General Partner Martin Casado explains how bottom-up prosumer uptake in AI mirrors historical technology shifts like the early internet.
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“Every time we have a super cycle, it tends to start, you know, in these prosumer ways, right? The internet did this, right? Like, remember when Sun outlawed the browser, right? This is like Sun Microsystems, right? But they didn't really know how to consume it. So the enterprise doesn't know how to consume these new technologies, but there's clearly a lot of value. And so, you know, the individuals pick them up and they use it,”
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