This week on Software Sundays, KD breaks down major shifts shaping the future of technology, finance, and software engineering.

From the rise of new AI infrastructure players like Cerebras and what that means for NVIDIA, to Cursor’s $50B valuation and the real economics behind “vibe coding,” we explore where the market is actually headed—not just the hype.

We also dive into how crypto is entering the mortgage system, what that means for access to capital, and why increased financialization creates both opportunity and risk.

Finally, we answer key questions every builder should be thinking about:
- What secure coding actually means in practice
- The real challenges of working in large organizations
- How to evaluate job offers strategically
- Observability best practices
- How to decide between building vs buying

CHAPTERS:

00:00 – Intro + Mission
01:00 – Cerebras IPO & The AI Infrastructure War
08:30 – Cursor’s $50B Valuation & Vibe Coding
16:30 – Crypto Mortgages & Financialization Risk
25:00 – What Are Secure Coding Practices?
30:30 – Challenges in Large Organizations
36:00 – How to Evaluate a Job Offer
41:30 – Observability Best Practices
47:00 – Build vs Buy Decisions

DISCLAIMER: This is not professional advice. The views expressed are my own or those quoted. Consult your own legal, business, or tax advisors before making decisions based on this episode.

Build Learn Impact is on a mission to help you create wealth and opportunity through technology.