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Latent Space: The AI Engineer Podcast
Latent Space: The AI Engineer Podcast

Bitter Lessons in Venture vs Growth: Anthropic vs OpenAI, Noam Shazeer, World Labs, Thinking Machines, Cursor, ASIC Economics — Martin Casado & Sarah Wang of a16z

Feb 19, 2026 · 55m
AI Summary
  • Martin Casado and Sarah Wang discuss venture vs. growth funding.
  • The blurring lines between venture capital and growth equity.
  • Unprecedented speed of AI model labs converting capital to capability.

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