Newcomer · 26 August 2026

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

Eric Newcomer

A16z's Martin Casado argues that modern venture investing is a team sport, not a collection of individual dealmakers—and that claiming sole credit for wins like Cursor and OpenRouter misses how infrastructure deals actually get made.

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Topics: Venture Capital & Startups · AI (Horizontal)

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