Part 13/15:
Casado confidently affirms that AI is reaching a tipping point where real business value is becoming clear. The economic incentives are aligning for profitable, long-term companies built on AI technology. He distinguishes between questions of competitive advantage ("long-term defensibility") and immediate profitability—asserting that both are achievable today.
He predicts that the future narrative of this AI boom will echo the early days of the web, where seemingly trivial experiments—like webcam videos of coffee pots—turned into transformative platforms like Netflix. He believes that current excitement, like past speculation, should be viewed through a long-term lens, recognizing that today's "silly" use cases may be the precursors to tomorrow's dominant technologies.