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Jun 2024
48m 44s

SaaS Implosion? NVIDIA Eats OpenAI's Lun...

Yaniv Bernstein, Chris Saad
About this episode

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

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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

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