Key ideas from Martin Casado

• "It's very clear that coding is pretty much dead, but engineering is very much not" - Martine
• "Every time you have a technical epoch, you have to redo everything, and we forget that every time" - Martine
• "SaaS has never been a technology problem ever. It's just not hard" - people buy business processes, not software - Martine
• "We do not have a supply overhang. We have a supply underhang. The demand is very real" - Martine on AI bubble concerns
• "What's going to happen to central buyers and platform teams if agents are making the decisions?" - Martine on infrastructure disruption
• "There's only one constraint... It is so onerous to break ground in the United States. It makes more sense to go to space" - Martine on regulatory bottlenecks
• "The long pole by far, by order of magnitude is breaking ground. We know how to solve power. We know how to build foundries" - Martine
• "Infrastructure is a multi-trillion dollar business, and you've removed the human by and large from actually making the decision of what to use" - Martine