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

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

Update: 2024-06-05
Share

Description

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:



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.




Learn more about Chris and Yaniv



Credits


Editor: ⁠⁠⁠⁠⁠⁠⁠⁠Justin McArthur⁠⁠⁠⁠⁠⁠⁠⁠


Intro Voice: ⁠⁠⁠⁠⁠⁠⁠⁠Jeremiah Owyang⁠⁠⁠⁠⁠⁠⁠⁠

Comments 
In Channel
loading
00:00
00:00
x

0.5x

0.8x

1.0x

1.25x

1.5x

2.0x

3.0x

Sleep Timer

Off

End of Episode

5 Minutes

10 Minutes

15 Minutes

30 Minutes

45 Minutes

60 Minutes

120 Minutes

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

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

Yaniv Bernstein, Chris Saad