Executive Summary
Martin Casado's investment philosophy represents a fundamental shift from founder-first to market-first evaluation, arguing that markets create companies rather than the reverse. His decade at A16Z has crystallized around a systematic approach: identify spaces where 3-4 exceptional founders are converging, determine the leader, then invest. This methodology removes emotional bias and creates reproducible alpha generation. Casado believes we're in a 1996-style AI boom with years of runway remaini...
Key Investment Opportunity
AI Infrastructure and Developer Tools Expansion
Market-first approach identifies AI coding and infrastructure as multi-trillion dollar opportunity with sustainable competitive advantages through product execution rather than pure technology
...and 1 more investment opportunities
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