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VOICE ARCHIVE

@martin_casado

@martin_casado
52 posts
2026-02-11
The amount of tax revenue @RoKhanna and his ilk have cost average California is unprecedented. Less for education. Less for medical care. Less for infrastructures. Perhaps the single most disastrous policy move in the history of Silicon Valley.
2026-02-11 View on X
Wall Street Journal

Sources: Mark Zuckerberg plans to buy a Miami mansion, likely for up to $200M, joining other tech billionaires in Florida as California proposes a 5% wealth tax

2026-02-10
The amount of tax revenue @RoKhanna and his ilk have cost average California is unprecedented. Less for education. Less for medical care. Less for infrastructures. Perhaps the single most disastrous policy move in the history of Silicon Valley.
2026-02-10 View on X
Wall Street Journal

Sources: Mark Zuckerberg plans to buy a Miami mansion, likely for up to $200M, joining other tech billionaires in Florida as California proposes a 5% wealth tax

Local real-estate agents say the newly completed mansion on Miami's Indian Creek will likely fetch between $150 million and $200 million

2026-02-05
“The most important thing about the PC is that the first predictions were de minimis, followed by the prediction that it would eliminate mainframe computing and the data center. HAHA. Everyone was wrong all around.” Great, great piece by Steven.
2026-02-05 View on X
Wall Street Journal

Investor fears that software companies are facing an AI-driven extinction event are exaggerated, but the persistent belief has damaged their stocks for months

Fears that software companies are facing an extinction event are exaggerated, but other dangers are real

“The most important thing about the PC is that the first predictions were de minimis, followed by the prediction that it would eliminate mainframe computing and the data center. HAHA. Everyone was wrong all around.” Great, great piece by Steven.
2026-02-05 View on X
@stevesi

Wall Street's idea that a software pure play will “vanish” into an LLM is “nonsense”: we need more software, and AI-enabled software moves up the product stack

Too much of what is going on is a race to get to a theoretical end state of a whole new world of business and technology.

2026-02-01
This is fantastic. @gokulr is just the greatest.
2026-02-01 View on X
Invest Like The Best on YouTube

Q&A with Gokul Rajaram, investor and a former product leader at Google, Meta, and others, on AI changing product development, building ad businesses, and more

2026-01-31
This is fantastic. @gokulr is just the greatest.
2026-01-31 View on X
Invest Like The Best on YouTube

Q&A with Gokul Rajaram, investor and a former product leader at Google, Meta, and others, on AI changing product development, building ad businesses, and more

Gokul Rajaram joins Patrick to discuss the seismic shift in product building driven by AI.  As a legendary operator (Google, Facebook, Square, DoorDash) and p...

2025-11-25
About damn time!!! 💪💪💪
2025-11-25 View on X
Reuters

Trump signs an EO establishing the Genesis Mission to boost AI innovation, including by using federal scientific datasets to train models and create AI agents

President Donald Trump on Monday signed an executive order to launch a government-wide effort to build an integrated artificial …

2024-12-23
Phenomenal appointment. Sriram is a very thoughtful, very even handed technologist who has a very broad a perspective on complex issues. Very exciting. And many congrats to Sriram!
2024-12-23 View on X
TechCrunch

Donald Trump announces that Sriram Krishnan, until recently a general partner at a16z, will serve as senior policy advisor for AI at the White House OSTP

Incoming president Donald Trump has confirmed reports that Sriram Krishnan, until recently a general partner at Andreessen Horowitz …

2024-12-03
Aww hell yeah! Finally, fully generative 3D worlds. Game changing for scene composition, consistency and camera controls.
2024-12-03 View on X
TechCrunch

World Labs, founded by AI pioneer Fei-Fei Li, gives an “early preview” of its first project, an AI system that can generate game-like, 3D scenes from an image

Today we're sharing our first step towards spatial intelligence … Rashi Shrivastava / Forbes : The Prompt: Elon Musk Wants To Stop OpenAI From Becoming A For-Profit ‘Frankenstein’ ...

2024-11-02
Joint statement between @a16z and @Microsoft. We're at the start of a true super cycle. The United States needs to remain the leader. And that happens through competition and openness. Innovation first! https://a16z.com/... [image]
2024-11-02 View on X
Microsoft

Microsoft and a16z jointly share US public policy ideas for AI startups, saying that “regulation should be implemented only if its benefits outweigh its costs”

Satya Nadella, Chairman and CEO, Microsoft; Brad Smith, Vice-Chair and President, Microsoft, Marc Andreessen …

2024-09-30
gg ... we did it fam SB 1047 vetoed [image]
2024-09-30 View on X
Wall Street Journal

California Governor Gavin Newsom vetoes AI safety bill SB 1047, saying it applies only to large AI models and doesn't account for if deployment is high risk

Governor seeks more encompassing rules than the bill opposed by OpenAI, Meta and supported by research scientists

Huge thank you to Andrew for his leadership in highlighting the issues with SB 1047. Please take a moment to thank him. We wouldn't be here without his work.
2024-09-30 View on X
Wall Street Journal

California Governor Gavin Newsom vetoes AI safety bill SB 1047, saying it applies only to large AI models and doesn't account for if deployment is high risk

Governor seeks more encompassing rules than the bill opposed by OpenAI, Meta and supported by research scientists

Amazing to see a partnership between Stanford, Berkeley and the state shape up to focus on AI safety and policy. This is where policy efforts should come from. Bravo!!
2024-09-30 View on X
Wall Street Journal

California Governor Gavin Newsom vetoes AI safety bill SB 1047, saying it applies only to large AI models and doesn't account for if deployment is high risk

Governor seeks more encompassing rules than the bill opposed by OpenAI, Meta and supported by research scientists

Unbelievably grateful to @GavinNewsom for doing the right thing for California and vetoing SB 1047. This is the path to sensible AI policy and maintaining California's global leadership in AI. Thank you to every who worked tirelessly to shed light on the perils of SB 1047. Many
2024-09-30 View on X
Wall Street Journal

California Governor Gavin Newsom vetoes AI safety bill SB 1047, saying it applies only to large AI models and doesn't account for if deployment is high risk

Governor seeks more encompassing rules than the bill opposed by OpenAI, Meta and supported by research scientists

2024-09-18
This is the right concern on SB 1047. The bill changes tech policy doctrine significantly and in ways that are so poorly defined we're already seeing a chilling effect. I routinely hear founders balk at moving here because of what it signals about California's attitude on AI — [image]
2024-09-18 View on X
Bloomberg

California Gov. Gavin Newsom says he is concerned about the potential “chilling effect” of AI safety bill SB 1047, which awaits his signature, on AI development

but social media users may have last laugh David Meyer / Fortune : California Gov. Gavin Newsom signs anti-deepfake laws—but he hasn't yet made up his mind on the biggest AI bill L...

This is the right concern on SB 1047. The bill changes tech policy doctrine significantly and in ways that are so poorly defined we're already seeing a chilling effect. I routinely hear founders balk at moving here because of what it signals about California's attitude on AI — [image]
2024-09-18 View on X
New York Times

California Gov. Newsom signs three laws regulating election AI deepfakes, including holding large platforms liable for not removing content after a user report

The state joins dozens of others in regulating the A.I. fakery in ways that could impact this year's presidential race.

2024-08-27
Step 1: Move out of California Step 2: Support legislation that'll hurt California Well played Mr. Musk. Well played.
2024-08-27 View on X
@elonmusk

Elon Musk says that, “all things considered, I think California should probably pass the SB 1047 AI safety bill”, and saying so is “a tough call”

Always B — Be C — Ctalking your book Alex Konrad / @alexrkonrad : this will create some interesting divided loyalties in Silicon Valley 👀 Sean Durkin / @seandurkinsf : @DanHendryck...

2024-08-23
A post on the rationale behind our investment in @cursor_ai. And some broader thoughts on the AI coding space. It's always special to back a company for which you're a delighted and long time user :) https://a16z.com/...
2024-08-23 View on X
Financial Times

Dealroom: AI coding assistant startups such as Anysphere and Augment have raised $433M so far in 2024 alone, bringing the total since January 2023 to $906M

Software engineering attracts investors but making money from generative artificial intelligence still eludes many

2024-08-18
“SB 1047 is the outcome of a long con” Yup. One that preys on fear.
2024-08-18 View on X
Representative Nancy Pelosi

Nancy Pelosi issues a statement in opposition to California's AI safety bill, saying it's “well-intentioned but ill-informed” and “more harmful than helpful”

San Francisco - Speaker Emerita Nancy Pelosi issued this statement in opposition to California Senate Bill 1047:

Again, Nancy Pelosi's letter gives the situation the nuance and pragmatism it deserves. Everyone agrees AI policy is important. However there are decades of software safety policy to draw from that @Scott_Wiener has ignored. Aligning with doomers is a terrible policy strategy.
2024-08-18 View on X
Representative Nancy Pelosi

Nancy Pelosi issues a statement in opposition to California's AI safety bill, saying it's “well-intentioned but ill-informed” and “more harmful than helpful”

San Francisco - Speaker Emerita Nancy Pelosi issued this statement in opposition to California Senate Bill 1047: