Minimum Viable Banter

Rod Edwards

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From the trenches, Technology conversation and insight, now with more... molecules.

21/06/2025

Scale or Bail: Meta’s $15B Panic Play

Zuckerberg's shaking off the metaverse, putting Yann LeCun in the corner, building a new line of business in cloud services, and looking for an end run around model collapse while throwing sand in the eyes of his competitors. That's what $15B and Scale AI gets you. Let's talk about it today on Minimum Viable Banter.

10 phút
07/06/2025

Cursor: IDE of the Tiger...?

Cursor's crazy revenue & 10B valuation - is it sustainable? Lets talk TAM, revenue quality, and other sources of value Cursor might be sitting on (frontier coding model??).

12 phút

2 tập

From the trenches, Technology conversation and insight, now with more... molecules.

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Minimum Viable Banter