Evidence receipt / belief
Published · transcript-backedShawn 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
“I, I mean, to me, like, you know, philanthropic, like building on cloud code, I think, uh, it makes sense to me the, the real.”
Source trail
Everything needed to verify it.
- Speaker
- Shawn Wang
- Attribution
- Verified speaker
- Claim type
- belief
- Recorded
- 19 Feb 2026
- Publisher
- Latent Space
Transcript context
…gotta hand it to them. They’ve been executing incredibly well. Yeah. I, I mean, to me, like, you know, philanthropic, like building on cloud code, I think, uh, it makes sense to me the, the real. Um, pedal to the metal, whatever the, the, the phrase is, is when they start coming after consumer with, uh, against OpenAI and like that is like red alert at Open ai. Oh, I think they’ve been pretty clear. They’re enterprise focused.…
Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.