Martin Casado

“The thing with JEV is whether or not you're Claude Code or a human, you have this new primitive, this new thing that you stick in your code that actually expands the power of software.”

“it doesn't matter how much AI coding agents you use, the software actually isn't getting better. Maybe you're writing it faster. It's, like, arguably getting worse just because, like, there's less oversight.”

“If you use something like Claude Code or Codex, which is great, or Cursor, which is great, they write code. But that code is the same thing a human being would have write.”

“Martin Casado, you know, formerly CEO and founder of a company called Nicera, which sold into VMware.”

“I think in the context of how do I for the given task choose the right model on the Pareto frontier relative to cost as opposed to like I'm somehow going to choose the right model that's going to answer the question in the right way.”

“In the history of humanity, in the history of engineering efforts, we've never been able to have 20 people, I don't think, being able to productively use $2 billion.”

“Behind the victories sits the firm's infrastructure practice helmed by general partner Martin Casado, who oversaw term sheets for both Cursor and OpenRouter and held a seat on Cursor's board at the time of the acquisition.”