Martin Casado
VCGeneral Partner, Andreessen Horowitz
a16z GP leading infrastructure and enterprise AI
Background
Martin Casado is a General Partner at Andreessen Horowitz (a16z), where he has led the firm's infrastructure practice since joining in 2016. He holds a PhD in Computer Science from Stanford and previously worked on network security research for the intelligence community after 9/11. He co-founded Nicira Networks, which pioneered software-defined networking and was acquired by VMware for $1.26 billion in 2012; he then scaled VMware's networking and security business to $600 million in annual revenue. At a16z he oversees a $1.25+ billion infrastructure practice and currently serves on the boards of companies including Cursor, Fivetran, Ideogram, Netlify, and World Labs.
Investment Thesis
Focuses on enterprise infrastructure and AI; believes AI is analogous to the 1996 internet moment with years of growth ahead, with the infrastructure-application boundary collapsing as AI-native companies redefine enterprise software.
Investment Focus
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Based in: San Francisco Bay Area, USA (North America)