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MC Martin Casado Martin Casado vini vidi aedifi

“I really think the big disruption of AI is the fact that you can throw capital at problems. In the history of tech, you haven't been able to do that because there's always an engineering problem, which just doesn't scale. The mythical man month is the mythical man month for a reason.”

Invest Like the Best (Patrick O'Shaughnessy) · Money & Markets · November 2026

“I really think the big disruption of AI is the fact that you can throw capital at problems. In the history of tech, you haven't been able to do that because there's always an engineering problem, which just doesn't scale. The mythical man month is the mythical man month for a reason.” — Martin Casado, Invest Like the Best (Patrick O'Shaughnessy)

Context

The host asked whether capital itself is the constraint. Casado says AI is the first technology where money can be turned directly into progress, because the bottleneck is no longer engineering headcount.

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Transcript

Invest Like the Best (Patrick O'Shaughnessy) Around 32:18 into the episode
Martin Casado

…are like, hey, listen, like we can make this stuff go public. So I think that the financial markets have to figure that out. There's a lot of companies that will be disrupted by AI, but there's a whole bunch that will not. And I just think the market doesn't know what to do with them right now.

Patrick O'Shaughnessy

…Everyone's deploying their funds at very fast paces. Each company that's working requires lots of capital. I'm trying to get a sense of the feel of how much capital itself is the constraint that, like, if we just airdropped a trillion dollars more in all the funds, that would be a good thing.

Martin Casado

I said this before, but I'm going to reiterate because it's so important. I really think the big disruption of AI is the fact that you can throw capital at problems. In the history of tech, you haven't been able to do that because there's always an engineering problem, which just doesn't scale. The mythical man month is the mythical man month for a reason. 10 years ago, if I had five founders show up and ask for a billion dollars and I gave it to them, what would happen?

Patrick O'Shaughnessy

Sits there.

Martin Casado

Or they would detonate, right? They'd like hire a bunch of engineers. Then you're really fucked. You can't throw capital at net. Can

Patrick O'Shaughnessy

you explain the mythical man month? That's a very interesting idea. Yeah, so the

Speaker names come from our own diarization. The position is estimated from where the line sits in the episode.

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