Casado: Traditional non-AI software is venture capital's most under-invested sector
Martin Casado · Inside AI’s $10B+ Capital Flywheel — Martin Casado & Sarah Wang of a16z · Feb 19, 2026 · at 18:11
a16z General Partner Martin Casado discusses neglected startup sectors, arguing that solid traditional infrastructure and enterprise software companies are unfairly overlooked compared to fast-growing AI startups.
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“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.”
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