Three Buddy Problem

On AI’s future, security’s failures, and what comes next...

8 snips
Aug 15, 2025
The hosts dive into the challenges of scaling tech products within large corporations like Microsoft while navigating corporate politics. They explore the AI startup boom and its risks, likening it to the dot-com bubble. The conversation shifts to the geopolitical landscape of GPU technology and export controls, particularly regarding China. They scrutinize recent cybersecurity vulnerabilities and their implications for national security, highlighting urgent privacy issues. The hosts also tease an upcoming live event, blending anticipation with humor.
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ANECDOTE

From Threat Intel To Product At Microsoft

  • Brandon Dixon shared his path from threat intel practitioner to founder and product lead inside a mega tech acquisition.
  • His story illustrates the internal politics and scaling challenges after selling a startup into Microsoft.
INSIGHT

Acquisition Changes The Economics And Politics

  • Scaling a product inside a giant firm transforms small deals into multi-billion-dollar economics and introduces different priorities than startups expect.
  • Founders must learn internal selling, POCing, documentation, and support to succeed post-acquisition.
ADVICE

Validate AI POCs Before Burning Capital

  • Experiment aggressively in AI but be honest about infrastructure and token economics before raising large sums.
  • Validate POCs on modest budgets to prove concept before burning millions on cloud and model costs.
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