Part 14/15:
In Summary: Cautious Optimism Amid Growth
While acknowledging the risks of overinvestment and market volatility, Casado maintains a cautiously optimistic outlook. The current AI landscape is fundamentally different from past bubbles, buoyed by strong fundamentals, large-scale infrastructure investments, and tangible market demand.
He encourages a balanced perspective—recognizing the potential for corrections but also the enormous opportunities that AI presents. With the right approach, the current wave may well produce the next giants of the tech world, just as past cycles have done.