Martin Casado says capital used to be a lottery ticket, and AI made it a vending machine: "If I'm training a model and I want it to be good at X, I can create an RL environment of X, or I can go pay someone to answer questions for X, and I can turn capital into being good at that X." "The problem is you don't know what gets worse... Let's say you put in $10 to do this. I don't know if you get $9 back on the other side of that." "What we've never been able to do in the history of this…