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!
00:00 Intro
03:33 Grim Portents For Salesforce, Cloudflare and UiPath
05:19 The Future of SaaS and Enterprise Spending
14:41 NVIDIA's AI Strategy and Market Impact
18:14 Why NVIDIA's Position Is Competitive
26:01 OpenAI's Safety Concerns and Internal Turmoil
27:34 Debate on AI Regulation and Self-Regulation
29:01 The Complexity of Regulating AI
31:49 Potential Solutions and Challenges in AI Safety
40:07 San Francisco's Tech Scene Post-COVID
42:36 The Resilience and Importance of Silicon Valley
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Key links
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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/
Editor: Justin McArthur https://www.linkedin.com/in/justin-mcarthur
Intro Voice: Jeremiah Owyang https://web-strategist.com/
#startup #ai #salesforce #cloudflare #b2bsaas #nvidianim #siliconvalley
