A16z’s Martin Casado: Bullish on AI Apps, Bearish on Lone Ranger VCs

T2Covered by 1 source · first reported by Payload (space) / CTVC (climate) / Newcomer (VC) at 26 Aug, 15:59 UTC

Cursor & OpenRouter vindicate a specialized team approach to venture investing. Just don’t say roll-up.

Sources

• T2A16z’s Martin Casado: Bullish on AI Apps, Bearish on Lone Ranger VCsPayload (space) / CTVC (climate) / Newcomer (VC)26 Aug, 15:59