Martin Casado
General Partner
Andreessen Horowitz (a16z)
Check: $1M-$100M+ (leads a16z's $1.25B+ infrastructure fund)
Leads a16z's infrastructure practice and is one of Silicon Valley's most technically credible VCs, having built VMware NSX and pioneered software-defined networking. Invests 'from markets in' rather than 'from companies out' — he maps massive market opportunities first, then finds founders who can serve them. Believes AI is analogous to 1996 of the internet boom with years of growth still ahead. Sees the AI coding market alone as a potential $3 trillion opportunity. Vocal advocate for open source in AI — co-authored a piece in The Economist with Ion Stoica arguing open source is critical to AI's future. Deeply concerned about Chinese dominance in open-source AI models (claims ~80% of his portfolio companies use Chinese open-source models). Thinks AI value will ultimately accrue at the application layer more than the model layer, drawing parallels to how SaaS-era startups captured more value at the application layer than infrastructure. Believes AI is fundamentally changing SaaS pricing from per-seat to outcome-based models. Champions spatial intelligence as AI's next frontier (deeply involved with World Labs / Fei-Fei Li).
SeedSeries ASeries B