martin_casado· @martin_casado · X·· 2 小时前
事实摘要
这是我做过的最深入的一次关于风投实践的对话。它很好地总结了我过去十年所学到的东西。
正文 · 原文
The most in depth conversation I’ve ever had on the practice of venture. It’s a good overview of what I’ve learned over the last decade.
My third conversation with Martin Casado (@martin_casado), general partner at @a16z. - The case for consensus investing - Why moats are overrated - Frontier model economics - What happens when AI growth slows - Why private markets are efficient - Lessons from Cursor, OpenRouter, and World Labs acquisitions Enjoy! TIMESTAMPS Intro Four Types of Venture Investors What Everyone Gets Wrong About Network Effects Moats, Market Growth, and Disruptive Technologies How AI Is Rebuilding Computing Infrastructure Anthropic, Frontier Models, and the Future of AI Competition Why AI Is Bigger Than Software AI's Capital Revolution and Infrastructure Bottlenecks Market Efficiency, Valuations, and Venture Capital Lessons from AI's Biggest Acquisitions and the Future of VC在 X 查看被引用的帖子
来源：martin_casado · x.com