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

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  • Follow, rate, and review us in your listening app
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  • Give us a public shout-out on LinkedIn or anywhere you have a social media following


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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Edu: Product & Product Management - Empowering Your Team to Scale w/ Marty Cagan

Edu: Product & Product Management - Empowering Your Team to Scale w/ Marty Cagan

Marty Cagan joins Chris and Yaniv to discuss what he sees as the biggest risk to building a successful product. It’s not choosing the wrong problem, it’s building the wrong solution! Marty is as close as the world of product has to a public intellectual: after decades spent building impactful products at Hewlett-Packard, Netscape Communications, and eBay, Marty founded Silicon Valley Product Group to spread the best practices of product development in tech. His two books Inspired and Empowered have taught countless Product Managers and leaders how to build better products. In this episode, we discuss: Solution Risk and why it’s the biggest risk for most startups; Prototyping and the PM solution discovery toolkit; The Product Manager as CEO of the team; The power of including Engineers in product discovery; Empowered Product Designers; How to hire a PM; What to do if you find yourself in a feature team; The importance of coaching in developing Product Managers; Subject matter expertise and the Domain Dogma trap; This discussions in this episode were inspired by Marty’s blog post on solution risk:  https://www.svpg.com/the-biggest-risk/ Learn more about Marty here: https://www.svpg.com/team/marty-cagan/ Read Marty’s book Inspired: https://www.svpg.com/books/inspired-how-to-create-tech-products-customers-love-2nd-edition/ Read Marty’s book Empowered:: https://www.svpg.com/books/empowered-ordinary-people-extraordinary-products/ Want to connect with us? Follow the Startup Podcast on LinkedIn https://www.linkedin.com/company/the-startup-pod/ Follow us on Twitter Yaniv Bernstein @ybernstein Chris Saad @chrissaad Please rate and Review The Startup Podcast on your podcast app. Listen on Apple: https://podcasts.apple.com/au/podcast/the-startup-podcast/id1612757016. Listen on Spotify: https://open.spotify.com/show/5C6oN1uFj29A4jHZn57lNO. Listen on Google: https://podcasts.google.com/feed/aHR0cHM6Ly9hbmNob3IuZm0vcy84NjhlNWEwNC9wb2RjYXN0L3Jzcw A bit about our hosts: Chris Saad: Independent Startup Advisor and Angel Investor, who helps startups and entrepreneurs fast-forward company’s growth. Chris consults on developer platforms & ecosystems, future of media, data portability, on-demand economy,  and the Silicon Valley ecosystem. Visit http://chrissaad.com/advisory/ or connect with Chris on LinkedIn https://www.linkedin.com/in/chrissaad/ Yaniv Bernstein: Founder and COO of Circular, a subscription e-commerce platform with sustainability at its heart. By focusing on customer experience while reducing waste and underutilization, Circular provides subscriptions to premium devices at affordable prices and with unmatched flexibility. Visit Circular https://www.nowcircular.com/ and connect with Yaniv on LinkedIn https://www.linkedin.com/in/ybernstein/

8 Sep 20221h 11min

Edu: 7 Deadly Sins of Scaleups and BigCos - Do You Need To Repent?

Edu: 7 Deadly Sins of Scaleups and BigCos - Do You Need To Repent?

Chris and Yaniv have worked in and advised many startups, scaleups and BigCos. There are 7 organizational sins they see over and over again. In this episode, they unpack and discuss each of these sins, discuss what causes them, and identify the key symptoms. Sin 1: Poor context setting by the leadership team; Sin 2: Poor operationalization of shared context; Sin 3: Poor planning; Sin 4: Poor org structure; Sin 5: Poor role design and ways of working; Sin 6: Poor risk-taking; Sin 7: Piecemeal attempts to rectify; This episode was inspired by Chris’s blog post on the same topic: https://www.chrissaad.com/startupsnippets/2022/6/the-7-deadly-sins-of-scaleups-and-bigcos Want to connect with us? Follow the Startup Podcast on LinkedIn https://www.linkedin.com/company/the-startup-pod/ Follow us on Twitter Yaniv Bernstein @ybernstein Chris Saad @chrissaad Please rate and Review The Startup Podcast on your podcast app. Listen on Apple: https://podcasts.apple.com/au/podcast/the-startup-podcast/id1612757016. Listen on Spotify: https://open.spotify.com/show/5C6oN1uFj29A4jHZn57lNO. Listen on Google: https://podcasts.google.com/feed/aHR0cHM6Ly9hbmNob3IuZm0vcy84NjhlNWEwNC9wb2RjYXN0L3Jzcw A bit about our hosts: Chris Saad: Independent Startup Advisor and Angel Investor, who helps startups and entrepreneurs fast-forward company’s growth. Chris consults on developer platforms & ecosystems, future of media, data portability, on-demand economy, and the Silicon Valley ecosystem. Visit http://chrissaad.com/advisory/ or connect with Chris on LinkedIn https://www.linkedin.com/in/chrissaad/ Yaniv Bernstein: Founder and COO of Circular, a subscription e-commerce platform with sustainability at its heart. By focusing on customer experience while reducing waste and underutilization, Circular provides subscriptions to premium devices at affordable prices and with unmatched flexibility. Visit Circular https://www.nowcircular.com/ and connect with Yaniv on LinkedIn https://www.linkedin.com/in/ybernstein/

1 Sep 202250min

Reacts: Adam Neumann's Big Raise - And What We Can All Learn From It

Reacts: Adam Neumann's Big Raise - And What We Can All Learn From It

The founder of WeWork, Adam Neumann, spent countless billions of investor money on the way to a failed IPO that values the company at over $50 Billion. Now, it is worth just one-tenth of that amount. The WeWork story was presented as one of disgrace and faiure. Now Adam Neumann is back in the news, having raised $350 million from Andreesen Horowitz in what may be the largest Pre Seed capital raise in history. How did that happen? In this episode, we discuss: The external media narrative on WeWork vs. the Silicon Valley narrative Why Adam Neumann's failure at WeWork makes him so investable What this tells us about how venture capitalists view failure The need for boldness and risk-taking when running a startup and raising capital https://www.linkedin.com/company/the-startup-pod/ Follow us on Twitter @ybernstein @chrissaad ***Leave us a rating and review in your favourite podcast app***

25 Aug 202231min

Edu: Growth - Stop Hacking and Start Growing w/ Casey Winters

Edu: Growth - Stop Hacking and Start Growing w/ Casey Winters

Casey Winters joins Yaniv and Chris this episode for a very special discussion on Growth. Casey is currently CPO at Eventbrite and instructor at Reforge, Casey has a ridiculous CV spanning leadership roles at GrubHub and Pinterest, as well as key advisory roles at unicorns like Canva and Thumbtack. Even more importantly, Casey is one of the clearest thinkers in the world when it comes to the topic of Growth. In this episode, Casey, Chris and Yaniv discuss: What is Growth? Why is “Growth Hacking” such a distasteful term? How to build a Growth team at a startup. Should you hire a VP of Growth? Building the Growth “muscle” The art and science of running effective experiments When to build an MVP (hint: less often than you think!) How to “graduate” successful experiments Resources: Casey’s blog Article on MVP Mindset Join the discussion on LinkedIn: https://www.linkedin.com/company/the-startup-pod/ Follow us on Twitter @ybernstein @chrissaad ***Leave us a rating and review in your favourite podcast app***

18 Aug 20221h 26min

Edu: Pay it Forward - The Ponzi Scheme of Generosity

Edu: Pay it Forward - The Ponzi Scheme of Generosity

As a newcomer in Silicon Valley, Chris was awed by the kindness shown to him by influential insiders and tech luminaries, people he had never met and for whom he could provide little in return. From mentoring, warm intros, couches to sleep on, and more, Chris built lifelong friendships by receiving—and then giving. The concept of “pay it forward” is profoundly ingrained in Silicon Valley culture. But what is it exactly? How did it take root so deeply in an individualistic culture full of immigrants and blow-ins? And why is it so fundamental to the success of the ecosystem? In this episode, Chris and Yaniv unpack the magic of pay it forward, by way of game theory and the marvellous Robert Scoble. ***Become a True Fan of The Startup Podcast and help build our audience! DM Yaniv on LinkedIn to find out more*** 👉 Join the discussion on LinkedIn: https://www.linkedin.com/company/the-startup-pod/ Follow us on Twitter @ybernstein @chrissaad Leave us a rating and review in your favourite podcast app

11 Aug 202233min

Q&A: ReciMe's Christine Nguyen - Solving the Hard Side

Q&A: ReciMe's Christine Nguyen - Solving the Hard Side

Chris and Yaniv talk with Christine Nguyen, founder of ReciMe. ReciMe is a social cooking app that is building a two-sided marketplace of inspirational recipe creators and dedicated home cooks. In this very first Office Hours episode, we dive deep on: How to think about solving the marketplace “cold start” problem. When and how to monetize. Focusing on user experience. Targeting a specific market niche. High profile angel investors and celebrity endorsements Being global from day one. This isn’t your typical interview: Office Hours is live-on-air consulting, where we dissect a startup and provide actionable advice and feedback that will help make it stronger. Listen as we take all the building blocks from previous episodes and apply them to a real, live startup. Join the discussion on LinkedIn: https://www.linkedin.com/company/the-startup-pod/ Follow us on Twitter @ybernstein @chrissaad People Engineering Newsletter: newsletter.peopleeng.com Startup Newsletter: www.chrissaad.com/startupnewsletter ***Leave us a rating and review in your favourite podcast app***

4 Aug 202251min

Edu: Opportunity Cost - How Much Are You Really Paying?

Edu: Opportunity Cost - How Much Are You Really Paying?

Chris and Yaniv have seen the three key things that lead to success in startups: momentum, hustle, and an understanding of opportunity cost. In this episode, they’re diving deep into all three of them. Chris and Yaniv discuss why momentum, hustle and opportunity cost are the critical concepts to operationalise not just in your business but life in general. There are some long-awaited rants on bureaucracy in start-ups, and great practical advice for anyone working at a startup right now drawn straight from both of their early-career experiences. Timestamps: 1:45 Why momentum is critical to startup success 4:12 Defining momentum 7:00 Why it’s important to compare your momentum to the global benchmark 8:40 How to know if you have the momentum you need to succeed 9:23 Why you need to be both patient and impatient 9:42 What hustle really means 12:55 Why you need to understand opportunity cost 19:23 How to use opportunity cost and impatience to drive momentum 21:50 Why replicating big company processes at a start-up is bad business Join the discussion on LinkedIn: https://www.linkedin.com/company/the-startup-pod/ Follow us on Twitter @ybernstein @chrissaad People Engineering Newsletter: newsletter.peopleeng.com Startup Newsletter: www.chrissaad.com/startupnewsletter ***Leave us a rating and review in your favourite podcast app***

28 Juli 202236min

Reacts: The Uber Files - Tech Industry Narratives and the Media

Reacts: The Uber Files - Tech Industry Narratives and the Media

Uber has been in the news recently thanks to a fresh trove of emails discussing some of the early practices at the company. Chris and Yaniv use this news as a jumping-off point to discuss the social obligations of tech companies, shifting public perceptions, the role of the media in framing issues around tech, and the way in which this fits into the broader political landscape---especially in the United States. This is a bit different to our usual material, but we really enjoyed recording it. We'd love it if you let us know what you think! 👉 Join the discussion on LinkedIn: https://www.linkedin.com/company/the-startup-pod/ Follow us on Twitter @ybernstein @chrissaad People Engineering Newsletter: newsletter.peopleeng.com Startup Newsletter: www.chrissaad.com/startupnewsletter ***Leave us a rating and review in your favourite podcast app***

21 Juli 202249min

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