a16z's Martin Casado got "VC canceled" for one tweet.
This is a AI post classified by AGK Intelligence as AI business (news), kept by the AI Radar because it carries real work, not commentary.
a16z's Martin Casado got "VC canceled" for one tweet. He said investing against consensus is dangerous. Casado, General Partner at a16z and investor in Cursor, World Labs and OpenRouter: 1. Non-consensus companies carry follow-on capital risk 2. Prominent VCs came out listing all their contrarian wins 3. He thinks it's about ego: investors need to believe they found what nobody else saw 4. In a16z's portfolio, the companies that returned money were very competitive deals The deals that make money are usually the ones everyone wanted. Full breakdown here: https://www.theaiopportunities.com
Posted by Guillermo Flor (14k followers) 1 h ago · 0 likes · 84 views · view the original post on X. Kept by the AI Radar as AI business. Tools mentioned: theaiopportunities.com.
More AI work like this
- a16z's Martin Casado: "Let's be honest, software has sucked." — @guilleflorvs
- Sequoia's Roelof Botha says only 20 startups matter. — @guilleflorvs
- Investors swore they'd never back AI model companies. "No moat." — @guilleflorvs
- a16z's Martin Casado on billion-dollar exits: nobody beats Zuckerberg at poker. — @guilleflorvs
- a16z's Martin Casado: for the first time in tech history, you can give 20 people $1B and… — @guilleflorvs
- The a16z partner behind Cursor, World Labs and OpenRouter just explained what happens… — @guilleflorvs
- $100M run rate. 35 employees. 1,500 Slack channels. — @guilleflorvs
- Legora and Jus Mundi have been partners since March. Since then, Jus Mundi has become a… — @WeAreLegora
Every post is read and classified by AGK Intelligence: what it is, which market it belongs to, and whether the link is a real tool. 65.3k posts from 5k X accounts over the last 14 days, 10.4k tools, 19 markets. New posts are collected several times an hour and the full ranking is recomputed every hour — last update 2026-11-06 17:49 UTC. Full method.