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!
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Credits
Editor: ⁠⁠⁠⁠⁠⁠⁠⁠Justin McArthur⁠⁠⁠⁠⁠⁠⁠⁠
Intro Voice: ⁠⁠⁠⁠⁠⁠⁠⁠Jeremiah Owyang⁠⁠⁠⁠⁠⁠⁠⁠