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Sarah Wang: belief

19 Feb 2026 Latent Space Bitter Lessons in Venture vs Growth: Anthropic vs OpenAI, Noam Shazeer, World Labs, Thinking Machines, Cursor, ASIC Economics — Martin Casado & Sarah Wang of a16z

“Every domain has a specialist, and we think if you can win that, you become very large, very quickly, and that’s actually played out in the numbers.”

— Sarah Wang

Source trail

Everything needed to verify it.

Speaker
Sarah Wang
Attribution
Verified speaker
Claim type
belief
Recorded
19 Feb 2026
Publisher
Latent Space

Transcript context

…SaaS I’ve seen as myself. Yes, absolutely. We have SaaS. Absolutely. Companies that, you know, have been in business for seven years and they get to the same level seven years later. And the growth is, you know, eking to whatever it is. Um, and, and by the way, great companies not, not at all, um, diminishing what they’ve accomplished, but the fact is to get to that revenue growth that quickly. It’s not just the two companies that people talk about. It’s, it’s really a lot of these, you know, sort of. Every domain has a specialist, and we think if you can win that, you become very large, very quickly, and that’s actually played out in the numbers. Yeah. Uh, our, our viewers are going to, uh, so [00:48:00] first of all, thank you for that overall take. I think like it’s important to hear you guys’ perspective because the rest of us are just kind of looking at headlines and not knowing how to make sense of any of this. Um, we can mention like my, our listeners will roast us if we, if we mention thinky and not. Discuss what happened. Uh, I mean, obviously founder split happens, um, but like, I guess is the thesis unchanged is is like, um, you know, like what’s, what’s going on in thinking?…

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