SaaS Implosion? NVIDIA Eats OpenAI's Lunch, AI Doomsday Predictions, Silicon Valley Revisited (Reacts)

The Startup Podcast

What's happened to B2B SaaS – and will NVIDIA eat OpenAI's lunch? Learn the latest movements in tech startups from industry insiders.

In this week's episode, Chris, Emil and Yaniv discuss:

• B2B, Or Not To Be: Disappointing guidance from industry giants like Salesforce, Cloudflare and UiPath bodes poorly for the future of enterprise B2B SaaS businesses.
• Invader NIM: NVIDIA's move to cannibalize the developer platform layer may have big ramifications for companies like OpenAI, Amazon, and Meta.
• The End Is AI: A NYT open letter raises questions about whether Google, OpenAI, and other AI companies are truly prioritizing safety.
• Canny Valley: Chris shares his 'man on the street' perspective from San Francisco, exploring whether the physical Valley remains the heart of Silicon Valley-style thinking amidst rumors of a resurgence.

Don't miss these crucial insights for founders, investors and industry leaders!

The Pact

Honour The Startup Podcast Pact! If you have listened to TSP and gotten value from it, please:

• Follow, rate, and review us in your listening app
• Subscribe to the TSP Mailing List at ⁠⁠⁠⁠⁠⁠⁠⁠https://thestartuppodcast.beehiiv.com/subscribe⁠⁠⁠⁠⁠⁠⁠⁠
• Secure your official TSP merchandise at ⁠⁠⁠⁠⁠⁠⁠⁠https://shop.tsp.show/⁠⁠⁠⁠⁠⁠⁠⁠
• Follow us on YouTube at ⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/@startup-podcast⁠⁠⁠⁠⁠⁠⁠⁠
• Give us a public shout-out on LinkedIn or anywhere you have a social media following.

Key links

• The Startup Podcast is sponsored by Vanta. Vanta helps businesses get and stay compliant by automating up to 90% of the work for the most in demand compliance frameworks. With over 200 integrations, you can easily monitor and secure the tools your business relies on. For a limited-time offer of US$1,000 off, go to ⁠⁠⁠⁠⁠⁠⁠www.vanta.com/tsp⁠⁠⁠⁠⁠⁠⁠.

• Get your question in for our next Q&A episode: ⁠⁠⁠⁠⁠⁠⁠⁠https://forms.gle/NZzgNWVLiFmwvFA2A⁠⁠⁠⁠⁠⁠⁠⁠

• The Startup Podcast website: ⁠⁠⁠⁠⁠⁠⁠⁠https://tsp.show⁠⁠⁠⁠⁠⁠⁠⁠

Learn more about Chris and Yaniv

• Work 1:1 with Chris: ⁠⁠⁠⁠⁠⁠⁠⁠http://chrissaad.com/advisory/⁠⁠⁠⁠⁠⁠⁠⁠
• Follow Chris on Linkedin: ⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/chrissaad/⁠⁠⁠⁠⁠⁠⁠⁠
• Follow Yaniv on Linkedin: ⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/ybernstein/⁠⁠⁠⁠⁠⁠⁠⁠

Credits

Editor: ⁠⁠⁠⁠⁠⁠⁠⁠Justin McArthur⁠⁠⁠⁠⁠⁠⁠⁠

Intro Voice: ⁠⁠⁠⁠⁠⁠⁠⁠Jeremiah Owyang⁠⁠⁠⁠⁠⁠⁠⁠