Episode EP. 06
The Meme King. Memes Covering AI, Cybersecurity, Acquisitions & everything in between w/ Pramod Gosavi
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About this episode
In this episode, we sit down with investor Pramod to break down the deals, valuations, and strategic plays reshaping cybersecurity and AI. Pramod unpacks Nikesh Arora's "sell-to-me-or-I-build-it" M&A playbook, the dirty economics behind AI darlings like Cursor and Claude Code, and the looming SaaSpocalypse pitting AI startups against legacy vendors for the same IT budget. The conversation digs into Nvidia's circular money flow with OpenAI, Anthropic, and CoreWeave, why this AI cycle is the inverse of dot-com, and a sharp take on why Cloudflare commands the highest multiple in security while Okta leaves money on the table.