Shawn 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 think that, uh, you know, speaking about ad there’s, there’s a really like interesting tie in that obviously you guys are hit on, which is like these sort, this sort of like America first movement or like sort of re industrialized here.”

— Shawn Wang

Source trail

Everything needed to verify it.

Speaker: Shawn Wang
Attribution: Verified speaker
Claim type: belief
Recorded: 19 Feb 2026
Publisher: Latent Space
Episode: Bitter Lessons in Venture vs Growth: Anthropic vs OpenAI, Noam Shazeer, World Labs, Thinking Machines, Cursor, ASIC Economics — Martin Casado & Sarah Wang of a16z

Transcript context

…Exactly. Yeah. Hundred percent. Um, so, so, yeah, and I mean, and I [00:24:00] just wanna acknowledge like, here we are in, in, in 2025 and opening eyes confirming like Broadcom and all the other like custom silicon deals, which is incredible. I, I think that, uh, you know, speaking about ad there’s, there’s a really like interesting tie in that obviously you guys are hit on, which is like these sort, this sort of like America first movement or like sort of re industrialized here. Yeah. Uh, move TSMC here, if that’s possible. Um, how much overlap is there from ad Yeah.…

Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.

Open original source ↗ See episode intelligence