Lucas and Luna dig into Supabase's stunning valuation jump from $5B to $10B in just eight months — a rare bright spot in a week when enterprise software stocks like ServiceNow, Salesforce, and Snowflake got crushed. They unpack what Supabase is (an open-source Firebase alternative), why developers are flocking to it, and whether the valuation tells us more about AI's hunger for data infrastructure or about frothy private-market momentum. Along the way, they touch on the broader selloff in tech — including Broadcom, Palantir, and ARM dropping 15 to 16 percent in five days — and ask whether Supabase's model of PostgreSQL-plus-AI extensions is a genuinely different bet or just the next thing to get commoditized. Concrete, curious, and grounded in the numbers of June 5, 2026.

#Supabase #Valuation #OpenSource #PostgreSQL #AIDatabase #DeveloperTools #Infrastructure #PrivateMarkets #VentureCapital #EnterpriseSoftware #TechStocks #ServiceNow #Palantir #Broadcom #Selloff #Technology #FexingoBusiness #BusinessPodcast

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