Martin Casado is a general partner at a16z, where he leads the firm’s $1.25 billion infrastructure practice. Martin has led investments in Cursor, dbt Labs, and Fivetran to name a few. Prior to joining a16z in 2016, he was the co-founder and CTO of Nicira, which was acquired by VMware for $1.26B. While at VMware, Martin was the SVP and GM of network and security, which he scaled to a $600 million run-rate business. Martin started his career at Lawrence Livermore National Laboratory where he worked on large-scale simulations for the Department of Defense before moving over to work with the intelligence community on networking and cybersecurity.We covered: What necessitates specialization The conflicts dynamic Infra vs app companies Importance of open source The only sin in VC---Timestamps:(((((((((((((---More on Martin:https://a16z.com/author/martin-casado/https://x.com/martin_casadoMore on Jack:https://www.altcap.com/https://x.com/jaltma---https://linktr.ee/uncappedpodEmail: [email protected]