Everett Randle
speaker
1,301 appearances
6 recordings
1 series
first heard Apr 2025
last heard 16 Jul
Everett Randle’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 3 in all, peaking in Nov 2025 with 2.
Appearances
And there's just so many different things we could talk about.
So I'll try to hit the best portions of it.
Yeah, the tweet, I think there was like a consumer part of the tweet and then an enterprise part of the tweet.
And like the consumer part of the tweet was like, there's no ads.
The LLMs don't want anything of us.
They're still super raw.
It's just this silly little service that clearly is going to need to mature into an adult cash-flowing product one day, but right now it's not.
You could also compare it to the old days of Instagram.
Like when Instagram didn't want anything from you, it was amazing.
It was like the best app ever.
And now it wants money from you in the form of like you, you know, being an ad unit.
And so all you see is short form video.
And it's like, you know, and like brain rot.
And TVP and videos.
Those are the ones that save.
And then on the enterprise side, there was all this, you know, there was reports that sometimes it was like, man, cursors, it's really hard to compete against something like cloud code because they would compare the basically amount of cloud usage you could get through a subscription plan with Anthropic versus API via cursor.
And you'd get like 20x the usage with Anthropic.
Insane subsidization on Anthropic.
Yeah.
And I think both just the incremental adoption of AI by enterprises and that starting to like move down a bit, I still think there's like a fair amount of subsidization, but it's like starting to go away a little by little as these, as just like the token hungriness of the models gets much higher.
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