Traditional Enterprise Software

topic on 1 show · 1 statements across 1 episodes

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Casado: Traditional non-AI software is venture capital's most under-invested sector
“I actually think that we've taken our eye off the ball in a lot of like just traditional, you know, software companies... We've got this kind of mania on these strong growths, and so I would say that that's probably the most under-invested sector right now.”
Martin Casado Feb 19, 2026 ▶ 18:11 Inside AI’s $10B+ Capital Flywheel — Martin Casado & Sarah Wang of a16z

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