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Published · transcript-backed

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

“Uh, you know, obviously they should share it themselves, but, um, they’ve, you know, I think when you bring a team of that caliber together, there’s special things that happen.”

— Sarah Wang

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Everything needed to verify it.

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

Transcript context

…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? Yeah. Um, we’re more excited than ever about them. Um, they have some things that. We’re not gonna do breaking news on a, a pod. Uh, you know, obviously they should share it themselves, but, um, they’ve, you know, I think when you bring a team of that caliber together, there’s special things that happen. And, um, I think 2026 is gonna be a big year for them. Um, obviously, you know, some of the themes that we talked about before, even with just the media news storm, like the whole, something happens and then it’s everywhere instantly. Um, you know, I think, uh. That’s a, i, that’s a tough situation for any company to be in. Um, but to come out of that stronger than ever, I think that, you know, we’re, we’re more bullish about thinking than, um, you know, even before. And, um, obviously, and, and, and the story is tin, uh, is tinker. It’s our custom models are all. Um, yeah. Is that, is that what, is that what we’re aiming for?…

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