High Signal Podcasts Evidence ledger
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Public evidence record

Martin Casado

Published podcast speaker

Claims
15
Episodes
1
Shows
1
Named items
0

Claim ledger

What Martin said.

15 transcript-backed records

02 / commitment

If I can raise more money than the aggregate of everybody that’s using it, I will consume them whether I’m a GI or not.

“If I can raise more money than the aggregate of everybody that’s using it, I will consume them whether I’m a GI or not.”
Speaker
Martin Casado
Publisher
Latent Space

03 / belief

Sorry, what am I, one more thing I think is, is underused in all of this is like, to what extent every task is a GI complete.

“Sorry, what am I, one more thing I think is, is underused in all of this is like, to what extent every task is a GI complete.”
Speaker
Martin Casado
Publisher
Latent Space

05 / belief

Like actually just like be aware of how much of the interaction has nothing to do with coding and it just turns out to be a large portion of it. And so like, you’re, I think like, like the best Soto ish model.

“Like actually just like be aware of how much of the interaction has nothing to do with coding and it just turns out to be a large portion of it. And so like, you’re, I think like, like the best Soto ish model.”
Speaker
Martin Casado
Publisher
Latent Space

06 / commitment

I will say this is the furthest, so we have a very privileged position on the boards of these companies, and like I’ll say, I’ve never seen.

“I will say this is the furthest, so we have a very privileged position on the boards of these companies, and like I’ll say, I’ve never seen.”
Speaker
Martin Casado
Publisher
Latent Space

07 / observation

You know, I think right now there’s almost a barbell, like you’re like the hot thing on X, you’re deep tech.

“You know, I think right now there’s almost a barbell, like you’re like the hot thing on X, you’re deep tech.”
Speaker
Martin Casado
Publisher
Latent Space

08 / evaluation

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.

“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.”
Speaker
Martin Casado
Publisher
Latent Space

09 / recommendation

We’d, everybody would be happy with these returns, but we’ve got this kind of mania on these, these strong growths. And so I would say that that’s probably the most underinvested sector.

“We’d, everybody would be happy with these returns, but we’ve got this kind of mania on these, these strong growths. And so I would say that that’s probably the most underinvested sector.”
Speaker
Martin Casado
Publisher
Latent Space

10 / recommendation

You start with a foundation model and then you verticalize up, or you start with the app and all of the product data and you go down and they’re the ones that are doing that. I think any company that’s doing an app has to ask the margin question.

“You start with a foundation model and then you verticalize up, or you start with the app and all of the product data and you go down and they’re the ones that are doing that. I think any company that’s doing an app has to ask the margin question.”
Speaker
Martin Casado
Publisher
Latent Space

12 / evaluation

Clearly from the AV wave deep map, clearly from the AV wave, I would say scale AI was actually a horizontal one for That’s fair, you know, for robotics early on.

“Clearly from the AV wave deep map, clearly from the AV wave, I would say scale AI was actually a horizontal one for That’s fair, you know, for robotics early on.”
Speaker
Martin Casado
Publisher
Latent Space

13 / evaluation

My belief is if you actually look at the numbers of these companies, so generally if you look at the numbers of these companies, if you look at like the amount they’re making and how much they, they spent training the last model, they’re gross margin positive.

“My belief is if you actually look at the numbers of these companies, so generally if you look at the numbers of these companies, if you look at like the amount they’re making and how much they, they spent training the last model, they’re gross margin positive.”
Speaker
Martin Casado
Publisher
Latent Space

15 / prediction

There could be a, a systemic situation where the soda models can raise so much money that they can out pay anybody that bills on top of ‘em, which would be something I don’t think we’ve ever seen before just because we were so bottlenecked in engineering, and this is a very open question.

“There could be a, a systemic situation where the soda models can raise so much money that they can out pay anybody that bills on top of ‘em, which would be something I don’t think we’ve ever seen before just because we were so bottlenecked in engineering, and this is a very open question.”
Speaker
Martin Casado
Publisher
Latent Space