Cursor, OpenRouter, and Where the Money Went | Martin Casado
FULL INTERVIEW: Martin Casado says AI is the first technology where you can put in $10 and reliably get something back. Everything before it was engineer, wait two years, cross your fingers. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love.@martin_casado is the @a16z GP behind the firm's investments in both Cursor and OpenRouter. Days after SpaceX closed the $60B Cursor deal and Stripe agreed to buy OpenRouter, he sat down with @theojaffee and @sophiadew to cover whether the labs win everything, when the subsidies stop, and why RSI is the wrong…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.