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Martin Casado: evaluation

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

“I, I agree. So it feels so, it feel, it feels this way to me too. It’s like, it is like, basically Zuckerberg kind of came out swinging and then now he’s kind of back to building.”

— Martin Casado

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Everything needed to verify it.

Speaker
Martin Casado
Attribution
Verified speaker
Claim type
evaluation
Recorded
19 Feb 2026
Publisher
Latent Space

Transcript context

…Uh, yes. I mean, just on, uh, briefly comment on the founder, uh, the sort of. Talent wars thing. I feel like 2025 was just like a blip. Like I, I don’t know if we’ll see that again. ‘cause meta built the team. Like, I don’t know if, I think, I think they’re kind of done and like, who’s gonna pay more than meta? I, I don’t know. I, I agree. So it feels so, it feel, it feels this way to me too. It’s like, it is like, basically Zuckerberg kind of came out swinging and then now he’s kind of back to building. Yeah, yeah. You know, you gotta like pay up to like assemble team to rush the job, whatever. But then now, now you like you, you made your choices and now they got a ship.…

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