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Ron Gula

Ron Gula

Oct 19, 2026

12:05
That 90% margin isn't really allowed anymore.
12:07
So it's a really interesting discussion.
12:09
So first of all, God bless the USA, right? Capitalism, competition, I'm a big fan of it, right? And AI is a great example.
12:17
We are all benefiting from this, whether it's a bubble or not, we are all benefiting from open AI and Anthropic having this opportunity.
12:24
This price war, right? And I'd love to see like a third or fourth or fifth compute, you know, AI compute, you know, enter that.
12:31
But the economics just don't work, you know, for that.
12:35
But having said that, if you're going to put pressure on something to do something, if I can do it internally, why not? And, you know, if I can just make my own software and I can use it and it's good enough for That's fine.

33 MINS LATER

45:50
interesting yeah i we're gonna have to solve this somehow like this new ai world and everything every permission everything is definitely crazy um so speaking of ai i die and ask you about this how did you land on b-run like what give me the story i'm super fascinated in b-run

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