Martin Casado - Entering Uncharted AI Territory

**Patrick O'Shaughnessy** (0:00)
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**SPEAKER_2** (2:07)
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**Patrick O'Shaughnessy** (2:36)
My guest today is Martin Casado. Martin is a partner at Andreessen Horowitz and first joined me on Invest Like the Best in 2022
So much has changed since then and it was awesome to have Martin back to discuss all the different implications of this modern AI revolution. Before joining A16Z, Martin pioneered software-defined networking and co-founded Nicira, which was bought by VMware for 1.3 billion in 2012 He has studied, built and invested in digital infrastructure his whole career, which has primed him to go in-depth in this interview on the immerse opportunities and challenges AI presents among creativity, policy-making, agentic systems, real-world data structures and beyond. Please enjoy this great conversation with Martin Casado.
Martin, I'm so happy to do this with you for a second time, and there's so much to talk about that's going on in the world of technology, most specifically AI. What do you think the 2030s will feel like?

**Martin Casado** (3:32)
The 2030s.
So I think the future is going to be a lot weirder, wonderful and more bizarre than anybody is imagining. I mean, just talking about this AI stuff, I feel like one of the mistakes we're making as an industry is AI has been around for a long time. We've assumed it will do certain things like, it'll do chat bots and it'll automate the enterprise and try to cram these new advances into that old book. But it's not clear to me if that's actually the best use of it. A lot of the problems it solves are problems we haven't solved on computers like creativity and the emotional connection. And then we actually look at the businesses. These are the things that are working. And so I think we're in this free internet world where we can't really imagine what it's going to look like, but we're solving different problems. The glimpses that we see is just, I think we're going to have this creative social explosion as opposed to a, oh, we've solved an enterprise automation problem.
I don't know if that's what you're asking, but I actually think we should all hold on and be just ready for a trippy, amazing, wonderful ride.