Martin Casado, Raghu Raghuram, and Ben Horowitz on why incumbents like Nvidia and CoreWeave are going to willingly leave some money on the table: "Well, they will do well, there's no question about it... You take any metric, if you want to have a 10x on those metrics, you got to have new innovation." "And new innovation traditionally comes from brilliant founders thinking about solving the problem from first principles in a different way." "The existing silicon incumbents are multi-trillion…