Insiders React: Uber's New Response to Waymo + ChatGPT’s New Super Agent & OpenAI’s Chaotic Company Culture

Insiders React: Uber's New Response to Waymo + ChatGPT’s New Super Agent & OpenAI’s Chaotic Company Culture

Is Uber’s gamble on RoboTaxis a brilliant move, or the end of its asset-light magic? And what’s really going on inside OpenAI as it races to dominate AI?


Many founders assume hypergrowth companies are perfectly coordinated machines, but the reality is far messier. From billion-dollar GPU costs to chaotic product launches, there’s a lot for entrepreneurs to learn from how these giants operate.


Chris Saad and Yaniv Bernstein break down Uber’s 20,000-car RoboTaxi deal with Lucid and Nuro, and delve into what it means for the future of ride-hailing. They also discuss OpenAI’s new ChatGPT Agent, the company’s internal culture, and why GPU costs might be the most important factor shaping the AI race.


In this episode:

  • Understand why Uber is moving away from its asset-light model to own RoboTaxis
  • Discover how Uber plans to compete with Waymo, Tesla, and other autonomous vehicle players
  • Learn the economics of hybrid fleets—and why surge pricing is still critical
  • Unpack OpenAI’s confusing product lineup and what it reveals about their culture
  • Evaluate why GPU costs dominate OpenAI’s strategic decisions
  • Explore the risks of AI agents acting autonomously—and why reliability is still a huge issue
  • Take away lessons founders can apply when scaling teams and managing chaotic hypergrowth


The Pact

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

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Key links

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

The Startup Podcast website: https://www.tsp.show/episodes/


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/


Producer: Justin McArthur https://www.linkedin.com/in/justin-mcarthur

Intro Voice: Jeremiah Owyang https://web-strategist.com/

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Insiders React: Is OpenAI Evil? Reacting to Sam Altman's Latest Announcements w/ Jacob Ward

Insiders React: Is OpenAI Evil? Reacting to Sam Altman's Latest Announcements w/ Jacob Ward

OpenAI may appear to be building the future, but are they leading the tech industry towards collapse?In this episode, Chris and Yaniv are joined by Jacob Ward (journalist, author of The Loop and NBC Technology Correspondent) to break down OpenAI’s latest livestream and what it signals about the next era of AI. Sam Altman may talk the good talk, but his actions, and the priorities of OpenAI at large, may not align with those claims. Chris, Yaniv, and Jacob unpack these differences between words and actions, the emerging social consequences, and what it all means for the tech industry.In this episode, you will:Understand OpenAI’s roadmap for AI-powered research and why "AI research interns" might be closer than you thinkLearn why the promise of autonomous five-year research cycles raised eyebrowsExplore the shift from ChatGPT as a product to ChatGPT as a platform, and what that means for app ecosystemsConsider the emotional and psychological dimensions of AI companionship and relianceEvaluate the trillion-dollar infrastructure buildup underway across data centers, GPUs, and nuclear-scale power demandsExamine how OpenAI’s nonprofit arm plans to invest in disease research and AI resilienceThe Pact Honor the Startup Podcast Pact! If you have listened to TSP and gotten value from it, please:Follow, rate, and review us in your listening appSubscribe to the TSP Mailing List to gain access to exclusive newsletter-only content and early access to information on upcoming episodes: https://thestartuppodcast.beehiiv.com/subscribe Secure your official TSP merchandise at https://shop.tsp.show/  Follow us here on YouTube for full-video episodes: https://www.youtube.com/channel/UCNjm1MTdjysRRV07fSf0yGg Give us a public shout-out on LinkedIn or anywhere you have a social media followingKey linksGet your question in for our next Q&A episode: https://forms.gle/NZzgNWVLiFmwvFA2A The Startup Podcast website: https://www.tsp.show/episodes/Learn more about Chris and YanivWork 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/Producer: Justin McArthur https://www.linkedin.com/in/justin-mcarthurIntro Voice: Jeremiah Owyang https://web-strategist.com/

6 Nov 1h 9min

Replay: Engaging Young Employees - How to Attract the Best & Brightest Minds w/ Dan Brockwell from Earlywork

Replay: Engaging Young Employees - How to Attract the Best & Brightest Minds w/ Dan Brockwell from Earlywork

What do you need to do to keep employees engaged and committed? What should your position be on remote work? Side hustles? Ping pong tables? Should you offer all employees equity?Bringing Gen Z employees to your workplace is well worth it, but it means a mental pivot from the hiring team, keeping in mind an entirely new set of criteria.Chris and Yaniv discuss all this and more with Dan Brockwell, Founder and Chief Meme Officer of Earlywork, a vibrant community for early-career professionals.In this episode, you will:Understand the four key factors Gen Z professionals weigh when choosing startups: learning, culture, compensation, and impact.Learn why “job risk” and “career risk” are not the same and why startups often offer safer long-term bets.Discover how equity (ESOPs) can be both a powerful motivator and a cultural signal of respect for young talent.Explore the pros and cons of remote vs hybrid work for early-career employees and how to design hybrid intentionally.Recognize the rise of side hustles, and how founders can embrace them to retain ambitious, creative employees.Get insights into how Gen Z finds jobs through online communities, Slack channels, and personal branding instead of traditional job boards.[This is a replay episode. The original was published on May 26, 2022]The Pact Honor the Startup Podcast Pact! If you have listened to TSP and gotten value from it, please:Follow, rate, and review us in your listening appSubscribe to the TSP Mailing List to gain access to exclusive newsletter-only content and early access to information on upcoming episodes: https://thestartuppodcast.beehiiv.com/subscribe Secure your official TSP merchandise at https://shop.tsp.show/  Follow us here on YouTube for full-video episodes: https://www.youtube.com/channel/UCNjm1MTdjysRRV07fSf0yGg Give us a public shout-out on LinkedIn or anywhere you have a social media followingKey linksGet your question in for our next Q&A episode: https://forms.gle/NZzgNWVLiFmwvFA2A The Startup Podcast website: https://www.tsp.show/episodes/Learn more about Chris and YanivWork 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/Producer: Justin McArthur https://www.linkedin.com/in/justin-mcarthurIntro Voice: Jeremiah Owyang https://web-strategist.com/

3 Nov 44min

Insiders React: Google's 'Quantum Advantage' + MIT's 'Telepathic' Interface, China Leads the Sci-Fi Future

Insiders React: Google's 'Quantum Advantage' + MIT's 'Telepathic' Interface, China Leads the Sci-Fi Future

Is this the moment quantum computing becomes real?After years of being “five years away,” Google just announced a verifiable quantum advantage, claiming its Willow chip ran a molecule simulation 13,000× faster than the world’s fastest supercomputer. Is this truly the dawn of the quantum era?In this episode, Chris Saad and Yaniv Bernstein dive deep into Google’s latest quantum computing breakthrough, exploring what it means for AI, science, and the future of technology. They'll also expand to cover the rise of brain–computer interfaces, China’s ten-year tech roadmap, and the political turbulence shaping our next decade of innovation.In this episode, you will:Understand Google’s new Willow chip and its role in achieving “verifiable quantum advantage”Learn how quantum computing could accelerate drug discovery, materials science, and AI developmentExplore why Google’s “Quantum AI” lab is merging the worlds of artificial intelligence and quantum physicsHear how emerging brain–computer interfaces (like MIT’s Alter Ego) could usher in near-telepathic communicationDiscover China’s bold 10-year plan targeting quantum tech, robotics, and embodied AI — and what it means for global competitionDebate whether technocratic governance models (like China, Singapore, and Dubai) are overtaking Western democracies in innovation speedThe Pact Honor the Startup Podcast Pact! If you have listened to TSP and gotten value from it, please:Follow, rate, and review us in your listening appSubscribe to the TSP Mailing List to gain access to exclusive newsletter-only content and early access to information on upcoming episodes: https://thestartuppodcast.beehiiv.com/subscribe Secure your official TSP merchandise at https://shop.tsp.show/  Follow us here on YouTube for full-video episodes: https://www.youtube.com/channel/UCNjm1MTdjysRRV07fSf0yGg Give us a public shout-out on LinkedIn or anywhere you have a social media followingKey linksGet your question in for our next Q&A episode: https://forms.gle/NZzgNWVLiFmwvFA2A The Startup Podcast website: https://www.tsp.show/episodes/Learn more about Chris and YanivWork 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/Producer: Justin McArthur https://www.linkedin.com/in/justin-mcarthurIntro Voice: Jeremiah Owyang https://web-strategist.com/

30 Okt 43min

Trends in Startup Funding w/ Carta's Head of Insights, Peter Walker

Trends in Startup Funding w/ Carta's Head of Insights, Peter Walker

Looking to fund your startup? If you're new to the process, fundraising can be difficult to navigate. Not only are there a myriad of ways to go about it, but it can be hard to tell whether the tips, tricks, and advice floating around are based on any evidence at all.So, what is the truth? And what are the actual, data-backed insights that can help you choose the best method of fundraising for your own business?Enter: Peter Walker. As Head of Insights at Carta, he has access to, and industry knowledge about, the vast sets of funding data that will help you cut through the noise. Today, he joins Chris and Yaniv in discussing the real data behind startup funding trends in 2025 and the key takeaways you can apply to your own startups.In this episode, you will:Discover why Silicon Valley valuations often hurt founders more than they helpUnderstand how AI startups now account for nearly half of all venture funding, and what that means for non-AI foundersLearn how lean AI-driven teams are reshaping early-stage hiring, with Series A companies shrinking from 25 employees to just 15See why most founders misunderstand SAFE notesExplore why 70% of startup employees never exercise their equityUncover the reasons behind why nearly 40% of startups lose a co-founder within seven yearsGet clarity on founder vesting, equity splits, and why a six-year vesting schedule may protect your company better than fourReframe your goals as a founder: why chasing “life-changing money” isn’t the right reason to start a companyThe Pact Honor the Startup Podcast Pact! If you have listened to TSP and gotten value from it, please:Follow, rate, and review us in your listening appSubscribe to the TSP Mailing List to gain access to exclusive newsletter-only content and early access to information on upcoming episodes: https://thestartuppodcast.beehiiv.com/subscribe Secure your official TSP merchandise at https://shop.tsp.show/  Follow us here on YouTube for full-video episodes: https://www.youtube.com/channel/UCNjm1MTdjysRRV07fSf0yGg Give us a public shout-out on LinkedIn or anywhere you have a social media followingKey linksGet your question in for our next Q&A episode: https://forms.gle/NZzgNWVLiFmwvFA2A The Startup Podcast website: https://www.tsp.show/episodes/Learn more about Chris and YanivWork 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/Producer: Justin McArthur https://www.linkedin.com/in/justin-mcarthurIntro Voice: Jeremiah Owyang https://web-strategist.com/

27 Okt 1h 6min

Insiders React: Is ChatGPT Atlas The Future Of Browsing? + YouTube's AI Likeness Detection, Apple's New Vision Pro M5

Insiders React: Is ChatGPT Atlas The Future Of Browsing? + YouTube's AI Likeness Detection, Apple's New Vision Pro M5

OpenAI just dropped its unbelievable new browser. All signs point to it overshadowing Chrome, but is this really the dawn of a new era? Or just another hype cycle, courtesy of Sam Altman?In this episode, Chris Saad and Yaniv Bernstein react to OpenAI’s surprise launch of ChatGPT Atlas and debate its strategic implications. They also discuss Apple’s underwhelming Vision Pro refresh (and what it means for the company at large), YouTube’s new likeness detection tech, and Reid Hoffman’s viral post on “good vs. bad actors” in AI.In this episode, you will:Explore what makes ChatGPT Atlas different from Chrome, Safari, and Arc, and why it matters.Understand why OpenAI is desperate to own distribution, not just models.Compare today’s “browser wars” with the 2000s Chrome vs. Internet Explorer showdown.Learn how Apple’s Vision Pro M5 update signals the slow rebirth of spatial computing.Discover why YouTube’s new Content ID for faces could be a turning point for AI deepfakes.Hear how AI arms races mirror past battles like spam detection, piracy, and antivirus wars.Unpack Reid Hoffman’s call for “good actors” in AI and whether self-regulation can actually work.Get started with Cyber Matters: https://www.cybermatters.io The Pact Honor the Startup Podcast Pact! If you have listened to TSP and gotten value from it, please:Follow, rate, and review us in your listening appSubscribe to the TSP Mailing List to gain access to exclusive newsletter-only content and early access to information on upcoming episodes: https://thestartuppodcast.beehiiv.com/subscribe Secure your official TSP merchandise at https://shop.tsp.show/  Follow us here on YouTube for full-video episodes: https://www.youtube.com/channel/UCNjm1MTdjysRRV07fSf0yGg Give us a public shout-out on LinkedIn or anywhere you have a social media followingKey linksGet your question in for our next Q&A episode: https://forms.gle/NZzgNWVLiFmwvFA2A The Startup Podcast website: https://www.tsp.show/episodes/Learn more about Chris and YanivWork 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/Producer: Justin McArthur https://www.linkedin.com/in/justin-mcarthurIntro Voice: Jeremiah Owyang https://web-strategist.com/

23 Okt 53min

The 4 Biggest Execution Mistakes Founders Make

The 4 Biggest Execution Mistakes Founders Make

Think you’re executing well? Think again. Chances are you’re making one of these four common mistakes.Drawing from Chris’s latest essay and real-world advisory experience, Chris and Yaniv spend this episode breaking down the four biggest execution mistakes you're probably making right now. They explore how to recognize these patterns early, how to apply taste and judgment when scaling, and how to develop the discipline needed to execute with precision.In this episode, you will:Identify when you’re oversimplifying, and mistaking nuanced, unique use cases for the same problemUnderstand how overcomplicating your product or process can destroy focus and momentumLearn to categorize problems correctly using the principle of mutually exclusive, collectively exhaustive thinkingApply the concept of “necessary and sufficient” work — doing everything that’s needed and nothing that’s notRecognize that mistiming priorities ends in attempting to do everything at once, but finishing nothingDevelop the taste, judgment, and rigor to strike the perfect balance between simplicity and depthAvoid falling into domain dogma; naming, structuring, and communicating ideas clearly for your team and customersRead Chris’s original LinkedIn post: https://www.linkedin.com/posts/chrissaad_the-big-4-execution-mistakes-youre-probably-activity-7379681603847049216-ApcVThe Pact Honor the Startup Podcast Pact! If you have listened to TSP and gotten value from it, please:Follow, rate, and review us in your listening appSubscribe to the TSP Mailing List to gain access to exclusive newsletter-only content and early access to information on upcoming episodes: https://thestartuppodcast.beehiiv.com/subscribe Secure your official TSP merchandise at https://shop.tsp.show/  Follow us here on YouTube for full-video episodes: https://www.youtube.com/channel/UCNjm1MTdjysRRV07fSf0yGg Give us a public shout-out on LinkedIn or anywhere you have a social media followingKey linksGet your question in for our next Q&A episode: https://forms.gle/NZzgNWVLiFmwvFA2A The Startup Podcast website: https://www.tsp.show/episodes/Learn more about Chris and YanivWork 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/Producer: Justin McArthur https://www.linkedin.com/in/justin-mcarthurIntro Voice: Jeremiah Owyang https://web-strategist.com/

20 Okt 43min

Insiders React: 'Treat Adult Users As Adults' Says OpenAI's Sam Altman + Oura's $900M Raise, NVIDIA's Funding Bubble

Insiders React: 'Treat Adult Users As Adults' Says OpenAI's Sam Altman + Oura's $900M Raise, NVIDIA's Funding Bubble

OpenAI is set to roll out its new “treat adults like adults” policy, heralding the beginning of AI chatbots speaking more amorously with users. As the company pushes boundaries, from personality-rich bots to experimental devices, others are warning that the industry might be inflating a dangerous AI bubble.In this episode, Chris Saad and Yaniv Bernstein break down Sam Altman’s controversial announcement, unpack Johnny Ive’s vision for the next generation of OpenAI hardware, and debate whether Google’s slow-moving Gemini rollout signals resilience or decline. They also dive into the billion-dollar race for health data, exploring how Oura’s massive new raise fits into the wider AI gold rush.In this episode, you will:Explore how OpenAI’s “Treat Adults Like Adults” philosophy changes the future of AI interactionUnderstand the ethical and mental health challenges behind human-like AI personalitiesLearn why Johnny Ive’s “family of AI devices” could redefine how we interact with technologyExamine Google’s glacial AI rollout and whether slow and steady approach might actually win the raceUnpack Bloomberg’s “AI Money Loop” and what it reveals about risky financial entanglementsCompare the AI investment surge to past industrial bubbles like railroads and dot-comsThe Pact Honor the Startup Podcast Pact! If you have listened to TSP and gotten value from it, please:Follow, rate, and review us in your listening appSubscribe to the TSP Mailing List to gain access to exclusive newsletter-only content and early access to information on upcoming episodes: https://thestartuppodcast.beehiiv.com/subscribe Secure your official TSP merchandise at https://shop.tsp.show/  Follow us here on YouTube for full-video episodes: https://www.youtube.com/channel/UCNjm1MTdjysRRV07fSf0yGg Give us a public shout-out on LinkedIn or anywhere you have a social media followingKey linksGet your question in for our next Q&A episode: https://forms.gle/NZzgNWVLiFmwvFA2A The Startup Podcast website: https://www.tsp.show/episodes/Learn more about Chris and YanivWork 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/Producer: Justin McArthur https://www.linkedin.com/in/justin-mcarthurIntro Voice: Jeremiah Owyang https://web-strategist.com/

16 Okt 53min

Flow State: The Competitive Advantage You Need, And How To Harness It w/ Film Producer & Founder, Steven Puri

Flow State: The Competitive Advantage You Need, And How To Harness It w/ Film Producer & Founder, Steven Puri

What if your best work came from finding your flow, rather than simply grinding harder? In the age of constant distraction, many founders mistake busyness for progress, chasing notifications, meetings, and multitasking without realizing that true innovation happens when the mind is deeply focused.Today, Chris and Yaniv are joined by Steven Puri, former DreamWorks executive and founder of The Sukha, to unpack the science of flow state and why mastering it may be the ultimate founder advantage. From Hollywood film production to startup leadership, Steven shares how high performers sustain creativity and energy by designing their environments, schedules, and team cultures around deep work.They explore how to use neuroscience, rhythm, and intentional structure to unlock focus, eliminate context switching, and help your team reach peak performance without burnout.In this episode, you will:Understand flow state, and how it fuels both productivity and creativityIdentify common barriers preventing founders from achieving deep focusLearn how to structure your day around your natural chronotype for maximum energyImplement practical tools and mental environments that enable sustained concentrationExplore how to build company cultures that protect “maker time” and empower deep work across teamsAdopt sustainable rhythms that increase output while avoiding founder burnoutFind Steven on LinkedIn: https://www.linkedin.com/in/steven-puriLearn more about Sukha: https://www.thesukha.co The Pact Honor the Startup Podcast Pact! If you have listened to TSP and gotten value from it, please:Follow, rate, and review us in your listening appSubscribe to the TSP Mailing List to gain access to exclusive newsletter-only content and early access to information on upcoming episodes: https://thestartuppodcast.beehiiv.com/subscribe Secure your official TSP merchandise at https://shop.tsp.show/  Follow us here on YouTube for full-video episodes: https://www.youtube.com/channel/UCNjm1MTdjysRRV07fSf0yGg Give us a public shout-out on LinkedIn or anywhere you have a social media followingKey linksGet your question in for our next Q&A episode: https://forms.gle/NZzgNWVLiFmwvFA2A The Startup Podcast website: https://www.tsp.show/episodes/Learn more about Chris and YanivWork 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/Producer: Justin McArthur https://www.linkedin.com/in/justin-mcarthurIntro Voice: Jeremiah Owyang https://web-strategist.com/

13 Okt 50min

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