Lucas and Luna dig into Supabase's meteoric rise from a $5B valuation in late 2025 to $10B today. They explore what the open-source Firebase alternative gets right — developer experience, Postgres compatibility, and a business model that doesn't rely on lock-in. The conversation touches on the broader move away from proprietary cloud databases, how Supabase competes with both Google and Vercel, and what the $10B number says about the hunger for data-layer abstraction. Along the way, they connect this to the latest tech-stock rotation, with the S&P tech sector down over 7% in the past week. If you're building or investing in the next layer of developer infrastructure, this episode gives you the concrete numbers and strategic bet behind one of the fastest-growing database companies in the world.

#Supabase #Database #OpenSource #FirebaseAlternative #DeveloperTools #Postgres #Valuation #VentureCapital #StartupGrowth #TechStocks #SectorRotation #CloudInfrastructure #DataLayer #Abstraction #Vercel #GoogleCloud #FexingoBusiness #BusinessPodcast

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