Calls
4
Martin Casado
a16z General Partner
Win Rate
75.0%
return
+9.9%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Aug 25
$0.34
-47.1%
Demand for AI tokens and GPUs is effectively unlimited because AI has turned distribution and demand into a capital spend problem. Companies can decide how much money to put in to drive top-of-funnel growth, supporting continued GPU and compute demand.
NeoCloud
Long
Apr 28
$85.24
+24.0%
The prediction that AI code generation will commoditize infrastructure is wrong. There is more software than ever before, and infrastructure companies he sits on boards of are doing fantastically because software proliferation increases demand for infrastructure. AI coding accelerates software creation, which benefits infrastructure providers.
Thematic ETFs
Long
Apr 28
$183.20
+33.0%
Salesforce's decision to go fully headless is a bellwether for enterprise software. By exposing its platform for agent consumption, it allows probabilistic machine users to access data at much larger scale, creating many new use cases for CRM and other software platforms. This also points to new licensing models where agents are additional seats/identities, reinforcing SaaS durability.
AI Software
Showing 3 of 4 calls · sorted by mentions
Choose a mentions count to open ticker posts.
Martin Casado has 4 trade ideas tracked on Buzzberg across 4 tickers since April 2026. Most covered: CURSOR, IGV, CRM.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
