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

August 15th, 2025  |  1 hr 57 mins

ai, apt research, backdoors, nation-state, zero-day

Three Buddy Problem - Episode 58: Indepth reaction to the Brandon Dixon episode, digging into what it’s really like to scale products inside a tech giant, navigate politics, and bring features to millions of machines. Plus, an exploration of the AI cybersecurity gold-rush, the promise and hype, and the gamble for startups versus the slow-moving advantage of incumbents.

We revisit the Chinese "cyber militia" discussion and the looming AI “dot-com bubble,” the value of owning infrastructure, Nvidia and export controls, China’s manufacturing edge, and the geopolitics of supply chains.

Cast: Ryan Naraine, Costin Raiu and Juan Andres Guerrero-Saade.