This week, Invest Like the Best examined the shifting economics of AI development and venture capital's response to a maturing landscape. Martin Casado unpacked the challenges facing frontier model builders—from scaling costs to the recent Cursor acquisition—while Ramtin Naimi offered a broader view of how venture firms are repositioning themselves in an environment where earlier assumptions about AI's trajectory no longer hold. Together, the episodes trace a tension between the capital intensity required to build at the frontier and the discipline increasingly demanded from investors placing bets on that future.
Episodes This Week
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This Week in Invest Like the Best with Patrick O'Shaughnessy (Oct 26 - Nov 1, 2026)
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