Three Buddy Problem - Episode 58: The buddies react to the Brandon Dixon episode, digging into what it’s really like to scale products inside a tech giant, navigate politics, and bring features to millions of machines. Plus, an exploration of the AI cybersecurity gold rush, the promise and hype, and the gamble for startups versus the slow-moving advantage of incumbents.

We revisit the Chinese "cyber militia" discussion and the looming AI “dot-com bubble,” the value of owning infrastructure, Nvidia and export controls, China’s manufacturing edge, and the geopolitics of supply chains.

Cast: Juan Andres Guerrero-Saade, Ryan Naraine and Costin Raiu.

Links:

• Transcript (unedited, AI-generated)