Part 12/15:
Opportunities for Investors and the Future of AI
From an investor's perspective, Casado sees immense opportunities in AI's evolving landscape. Breakthroughs in generative AI—which produces text, images, video, music, and more—are creating new market segments and spawning fresh startups. He highlights the "long tail" of specialized AI companies working on niche applications like image diffusion, speech synthesis, and content generation, which are poised to become the next wave of industry leaders.
He also emphasizes that the most impactful AI companies will emerge from disruptive innovations—those that introduce fundamentally new behaviors and business models—rather than incremental improvements.