Martin Casado on how AI breaks The Mythical Man-Month: "I really think the big disruption of AI is the fact that you can throw capital at problems. In the history of tech, you haven't been able to do that because it was always an engineering problem, which just doesn't scale. The Mythical Man-Month is the Mythical Man-Month for a reason." "Ten years ago, if I had five founders show up and they asked for a billion dollars and I gave it to them, what would happen?" "They would detonate, right? They would hire a bunch of engineers, and then you're really fucked, right? You can't throw capital in it." "To me, the biggest shift, industrial-revolution-level shift with AI, is I can take 20 people and I can give them a billion dollars, and they can use that. Now, do they make $500 million from that billion or two billion? I have no idea. But the fact that you can productively use that money is so new and is so interesting." @martin_casado with @patrick_oshag on @InvestLikeBest