Zeus
4 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Sep 18, 2025 by Brendan Falk · said 2 times in 1 episodes since 2025 · across every show →
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2025 2 mentions in 1 episode
Everything said about Zeus, oldest first
Sep 18, 2025
Falk: Zeus originally targeted Global 2000 companies for $5M-$10M contracts
“And so ended up leaving Amazon, starting this company, Zeus, And, you know, the idea, pretty simple. Number one, we would only go after the global 2000. That was very, very deliberate. Two is we are, we were building very custom software. So the idea was we wa…”
Sep 18, 2025 neutral
Falk: Enterprise AI services only work at $5M-$10M scale or single-vertical focus
“One is you could keep doing the model, but only go after projects that go up to ten million dollars. I think that's really the only way this actually works or five million dollars, not even at the company level. It has to be the one project that can scale up t…”
Sep 18, 2025
Sep 18, 2025 neutral
Falk: Scoping large custom enterprise contracts requires only marginally more work than small ones
“It's the amount of work for like a 500 K contract versus a million dollar contract versus a five million dollar contract. It's not proportional. It is like, you know, a little bit more work to get a much larger contract. And so it's just far more optimal to go…”