His arguments that hacking is a bigger issue now aren't particularly compelling, like claiming that anyone with an AI agent can hack an open source codebase. Development has accelerated equally fast on both sides of the security/hacker equation.
However, before AI it was much harder to self-host, so the value of the cloud version of cal.com was much higher. Now it's trivially simple to self-host, especially in the past few months as AI gets better using CLI tools like AWS CLI. So I'm guessing the ratio of cloud vs. self-hosted installs is looking alarmingly different to him and his investors than it was even a year ago, which is impacting growth.
What do you think?