Casado分享了他对AI资本效率的看法，与以往技术不同，AI能以更低的成本和更短的时间解决复杂问题，这是值得关注的。
Martin Casado表示，AI使资本效率达到前所未有的高度。以一个著名的模型为例，20人团队花费约20亿美元构建。在人类工程史上，从未有人能以如此少的成本和人力高效利用如此巨大的资金。AI是首个投入10美元即可可靠获得回报的技术。在此之前，工程师需要等待两年，然后祈祷。Cursor和OpenRouter的收购表明，AI投资具有战略价值。
Martin Casado says AI has made capital more productive than ever before: "One of the very famous mo...
Martin Casado says AI has made capital more productive than ever before: "One of the very famous models, probably one of the most popular models, was built with a team of about 20 people. And I would say the cost of that was probably $2 billion plus." "In the history of humanity, in the history of engineering efforts, we've never been able to have 20 people productively use $2 billion." "We like to look at this wave in the context of technical sophistication, but one of the major stories is that we're able to apply large amounts of money productively, in short amounts of time, to whatever problem we're trying to solve." @martin_casado w/ @sophiadew and @theojaffee on MTS Your browser does not support the video tag. 🔗 View on Twitter MTS @MTSlive FULL INTERVIEW: Martin Casado says AI is the first technology where you can put in $10 and reliably get something back. Everything before it was engineer, wait two years, cross your fingers. @martin_casado is the @a16z GP behind the firm's investments in both Cursor and OpenRouter. Days after SpaceX closed the $60B Cursor deal and Stripe agreed to buy OpenRouter, he sat down with @theojaffee and @sophiadew to cover whether the labs win everything, when the subsidies stop, and why RSI is the wrong term: 02:24 whether decades of experience still matter in AI 03:48 what you would have done with a billion dollars ten years ago 04:56 20 people, $2 billion, one model 06:48 why more private capital grows the TAM rather than inflating it 07:35 the a16z conversation about going all-in on AI, seven years before GPT 08:39 why balance-sheet investors keep misreading these companies 10:36 the full case for the labs winning everything 12:12 why he thinks RSI is the wrong term, and what autocatalytic means 13:42 the full case against the labs winning everything 15:25 supply constraints easing in 2028, and his 80/60 split 17:12 why models turned out to be much stickier than anyone assumed 18:18 why real model routing is an AI-complete problem 21:13 what happens when the subsidies stop 21:36 how AI broke marketing, and why you can now buy users with a dollar 23:30 the Chinese operations arbitraging $200 subscription plans 25:43 the CMO is turning into a CFO 29:46 why Cursor iterated faster than anything he's seen outside an Elon company 32:21 what both deals say about strategic value versus business quality 34:10 why he doesn't think a VC's job is to know where to build 38:35 "as long as there's a hill for me to climb" Your browser does not support the video tag. 🔗 View on Twitter 🔗 View Quoted Tweet 💬 2 🔄 1 ❤️ 19 👀 8732 📊 3 ⚡