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  • Scale or Bail: Meta’s $15B Panic Play

    Scale or Bail: Meta’s $15B Panic Play
    2025/06/21

    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.
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    10 分
  • Cursor: IDE of the Tiger...?

    Cursor: IDE of the Tiger...?
    2025/06/07

    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??).
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    12 分