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API vs application layer competition

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Latent Space: The AI Engineer Podcast

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Latent Space: The AI Engineer Podcast

Latent Space: The AI Engineer Podcast · Feb 19, 2026

Inside AI’s $10B+ Capital Flywheel — Martin Casado & Sarah Wang of a16z

AI capital flywheel dynamics Foundation model economics Venture vs growth investing boundaries Custom silicon for AI training Talent acquisition and retention