a16z GP, Martin Casado: Anthropic vs OpenAI & Why Open Source is a National Security Risk with China

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July 28, 2025
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20VC with Harry Stebbings
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a16z GP, Martin Casado: Anthropic vs OpenAI & Why Open Source is a National Security Risk with China

Transcript

There's only been one sin and that one sin is zero sum thinking. We always worry about like oh is this defensible? Oh will this layer get margin? Will this layer get value? And the answer has kind of been unilaterally yes. The answer has been every layer has gotten value. Every layer has winners. These markets are so large and they're growing so fa... Read More

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