Press Space to continue
Press Space to continue
Five years ago, @patrickc asked @sama whether raising colossal amounts of money right out of the gate was underrated. Martin Casado says we now know the answer: "Prior to AI, there was always this battle between Eric Ries and Ben Horowitz, The Lean Startup, and then Marc and Ben wrote The Case for the Fat Startup, which basically argued raise the money and go for it." "But there's always been this natural limiter, actually, which is engineering." "Patrick Collison is right. We now have a…
a16z@a16zAug 25
Your startup intuitions were trained on a world that no longer exists. Steven Sinofsky and Martin Casado have watched computing flip from an engineering-bound field to a capital-bound industry. Twenty people can now put a billion dollars to work productively, AI solves the distribution problem that kept startups small, and challengers sit on a level playing field with Microsoft and Meta for the first time. With Erik Torenberg, they get into why some mathematicians are cheering on their own automation, every AI panic that already happened in past eras of computing, and why nobody can predict the capabilities of a model built with $20 billion. 00:55 Why mathematicians love being automated 02:45 Is AI math worth any money? 08:50 The first proof humans couldn't check 14:35 Computing before electricity 19:50 How IBM explained computers in 1953 26:00 The failed computer that birthed the web 27:50 When Harvard banned computers from exams 30:20 Is AI just another abstraction layer? 38:15 When 20 people can spend $1B productively 42:50 The zero-sum VC myth 46:25 Disruption is physics, not business school 53:25 The chip Intel called a printer part 55:05 What a $20B model can do 59:45 What Martin got wrong about AI risk YouTube: https://www.youtube.com/watch?v=GHPB1MwlKU0 @stevesi @martin_casado @eriktorenberg
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