Evidence receipt / observation
Published · transcript-backedMartin Casado: observation
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
“You know, I think right now there’s almost a barbell, like you’re like the hot thing on X, you’re deep tech.”
Source trail
Everything needed to verify it.
- Speaker
- Martin Casado
- Attribution
- Verified speaker
- Claim type
- observation
- Recorded
- 19 Feb 2026
- Publisher
- Latent Space
Transcript context
…Yeah. Um, let’s talk maybe about what’s not being invested in, like maybe some interesting ideas that you would see more people build or it, it seems in a way, you know, as ycs getting more popular, it’s like access getting more popular. There’s a startup school path that a lot of founders take and they know what’s hot in the VC circles and they know what gets funded. Uh, and there’s maybe not as much risk appetite for. Things outside of that. Um, I’m curious if you feel like that’s true and what are maybe, uh, some of the areas, uh, that you think are under discussed? I mean, I actually think that we’ve taken our eye off the ball in a lot of like, just traditional, you know, software companies. Um, so like, I mean. You know, I think right now there’s almost a barbell, like you’re like the hot thing on X, you’re deep tech. Mm-hmm.…
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