Martin Casado on Where the Value Is Going in AI

I think there's basically two paths that are meaningful to talk about.

It goes beyond the title with direct discussion of like, think, know, including: One of them is that the labs win everything, and then the other one is the labs don't win everything.

1. 01AI isn't just changing what companies can build
2. 02It's changing the economics of building companies in the first place
3. 03They debate whether Frontier Labs ultimately eat the rest of the AI stack, where open source and applications fit in, and what model routing tells us about how the market could evo