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 months

Recordings per month over the last 12 months — 3 in all, peaking in Nov 2025 with 2.

Appearances

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TBPN · TML Inkling, California Forever?, TSMC Capex | David Baszucki, Everett Randle, Eric Glyman, Jordan Black · 16 Jul 2026 podcast

But the only reason I think of that is because what are they using it internally for?

They're using it for coding.

And like they're using it for, and like these are high velocity startups where like the number one thing that matters is high quality shipping velocity of software.

And so if they can get a competitive different, if they can be differentiated competitively by shipping faster by using Fable and just like spamming, you know, Fable the whole time, they're going to do that.

But then the thing that they're selling their customers is a very different use case.

So if it's like a support, you know, agent, you can use open source for that.

But like the frontier intelligence on coding is still, you're seeing a lot of incremental gains for that.

Yeah.

I will say, seeing a nice at-scale marketplace with clear network effects, it's like a drink of water in the desert.

You're just like, oh, my God.

I don't have to worry about AI labs or business model quality or any of these things.

And so it is a breath of fresh air because I feel like those are always in style.

These like super seven powers, moaty businesses that somehow avoid AI exposure because maybe they're consumer marketplaces or something.

So I absolutely think that's the case.

I've always been relatively less or like not really in the bearish camp around lab risk for a lot of these app companies.

One, like

One silly example could be some people like, oh, Claude for legal is coming out.

Anthropic's going into legal.

Uh-oh, legal AI space.

And my response has always been like, look, Anthropic in three months of 2026 probably added the amount of even medium or long-term TAM that exists in AI legal, which is still a ton of revenue.

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