Martin Casado

You can think of infrastructures having layers and at the bottom are like data centers.

And then, you know, you go to cloud vendors like AWS and then you have...

systems like convex sort of serverless platforms that try to make the cloud vendors easier.

And then you even have, you know, systems that sit at a higher level of abstraction than that, which could include, you know, Databricks.

A lot of their business is hosting notebooks, right?

Yeah.

I think that last layer is the one that is threatened by AI.

Yeah, AI is quite good at navigating slightly more complicated infrastructure.

So if you have an AI agent, maybe you don't really need that very most user-friendly layer.

You can drop down to the next one and use that.

Yeah.

Exactly.

You're not going to peel it all the way back down to glass.

Well, I am the child of investment bankers, so maybe I'm just realizing my destiny.

Well, my brother did P.E.

and my cousin and a bunch of other people in my family.

But not my parents.

My mother was a commercial banker and my dad was an M&A investment.

Okay, M&A.

But in the oil industry.