Infrastructure Companies

topic on 1 show · 2 statements across 2 episodes

2 statements about Infrastructure Companies, every show

a16z Assertion Not checkable as stated

Casado: 50 a16z infrastructure portfolio companies recently saw asymptotic growth

“I you know, I've been in for investing for, 10 years now, I probably have a portfolio of 240 companies that work with. I have visibility that was saying that 50 of them, these are all infrastructure companies. Some historically have done well, some not so well…”

Martin Casado Apr 8, 2026 ▶ 45:08 Box CEO on the AI Adoption Gap | The a16z Show

a16z Prediction Not checkable as stated

Casado: API abstraction accelerates launch speeds for infrastructure startups

“And so for me as an infrastructure investor, this means you're going to have more infrastructure companies that can get off the ground quicker because they don't have to appeal directly to a human user or consumer.”

Martin Casado Mar 10, 2018 ▶ 9:12 The World Through an API

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Infrastructure Companies

2 statements about Infrastructure Companies, every show

Turn any episode into a week of clips.