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)

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

Episoder(285)

Edu: Fundraising Basics Part 1 - How to Find the Smart Money

Edu: Fundraising Basics Part 1 - How to Find the Smart Money

The symbiosis between founders and venture capitalists is at the core of what makes the startup business model possible. When it works well it can work very well indeed, but when it goes badly the result can be catastrophic. Get educated on how it all works, and how to dance the dance. In this episode, Chris and Yaniv discuss: Different stages, seed vs A etc. Aside: non-dilutive capital What investors look for Thinking about defensible moats Selling the big picture vs. existing traction

31 Mar 202231min

Edu: Scale-up Execution Overview - Avoiding Founder Sabotage

Edu: Scale-up Execution Overview - Avoiding Founder Sabotage

Is your startup about to snatch defeat from the jaws of victory? When you've built a product that customers love, scaling up to take that product to more customers might seem simple. In fact, the scale-up phase of a startup's life is arguably the time where things can go most spectacularly wrong. Chris and Yaniv talk about all the surprising thrills and challenges of scale-up life, including: “Growth” vs. marketing vs. product Growing your organisation The changing role of founders as an org scales Common mistakes in scale-ups Examples of great execution at this stage Love The Startup Podcast? Don't forget to subscribe, rate, and review us on your favourite podcast app!

24 Mar 202251min

Edu: Early Execution Overview - Your MVP Sucks

Edu: Early Execution Overview - Your MVP Sucks

Ideas are cheap, but execution is where the magic happens. Listen as Chris and Yaniv talk about what it means to execute successfully as an early-stage startup.  We finally disagree about something too! Topics covered: What do we mean by execution? What is good execution in an early-stage startup? WTF is an MVP? How do you know you have PMF? The pivot. When to pivot. Common mistakes in early-stage startups. Examples of great execution at this stage.

17 Mar 202245min

Edu: Early ideation - Your Idea Is Worthless

Edu: Early ideation - Your Idea Is Worthless

Got an idea for a startup? Congratulations, so does everybody else. In this episode, Chris and Yaniv dive deep on the idea of ideas, their role, and their limitations in the context of building a startup. Discussion topics include: Do ideas matter? What does a good idea look like? How does progress create opportunities? And vice versa! Validating your idea. Building consensus for your ideas.

11 Mar 202234min

Edu: What is a Startup? - An Antidote to Small Business Syndrome

Edu: What is a Startup? - An Antidote to Small Business Syndrome

What is the difference between a Silicon Valley-style tech startup and a regular small business? In this first episode of The Startup Podcast, Chris and Yaniv talk about the many ways people misunderstand what makes startups different to other businesses, and what goes wrong when these differences are ignored.

5 Mar 202235min

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