Evidence receipt / belief
Published · transcript-backedMartin Casado: 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
“Um, where I think, I think for some of the later stage rounds, the companies don’t need that much help.”
Source trail
Everything needed to verify it.
- Speaker
- Martin Casado
- Attribution
- Verified speaker
- Claim type
- belief
- Recorded
- 19 Feb 2026
- Publisher
- Latent Space
Transcript context
…Yeah. Historically between venture and growth, like there’s so much company building in venture, so much so like hiring the next PM. Introducing the customer, like all of that stuff. Like of course we’re just gonna be stronger where we have our network and we’ve been doing business for 20 years. I’ve been in the Bay Area for 25 years, so clearly I’m just more effective here than I would be somewhere else. Um, where I think, I think for some of the later stage rounds, the companies don’t need that much help. They’re already kind of pretty mature historically, so like they can kind of be everywhere. So there’s kind of less of that stickiness. This is different in the AI time. I mean, Sarah is now the, uh, chief of staff of like half the AI companies in, uh, in the Bay Area right now. She’s like, ops Ninja Biz, Devrel, BizOps. Are, are you, are you finding much AI automation in your work? Like what, what is your stack.…
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