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.

2 transcript-backed records

01 / 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

02 / 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