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Content provided by Yaniv Bernstein, Chris Saad, Yaniv Bernstein, and Chris Saad. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Yaniv Bernstein, Chris Saad, Yaniv Bernstein, and Chris Saad or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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Insiders React: GPT-5 Is ‘Fast Fashion’ For Software + Apple’s $600B Commitment, Altman vs Musk (...Again)

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Manage episode 500289002 series 3583631
Content provided by Yaniv Bernstein, Chris Saad, Yaniv Bernstein, and Chris Saad. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Yaniv Bernstein, Chris Saad, Yaniv Bernstein, and Chris Saad or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Is AI threatening traditional subscription software models and accelerating competitive turnover? Sam Altman thinks so.

In this episode, Chris and Ray discuss OpenAI’s GPT-5 release, and Altman's prediction that AI will enable a “fast fashion” era of SaaS, where applications can be created, deployed, and discarded in rapid cycles.

You'll also hear them delve into Apple's commitment of $2.5 billion toward US-based manufacturing as part of a broader $600 billion plan, and their examination of the public spat between Elon Musk and Sam Altman on X, exploring what it reveals about ego, platform power, and the competitive dynamics shaping the AI industry.

In this episode, you will:

  • Understand why GPT-5’s biggest innovation might be routing, not raw intelligence
  • Learn how AI cost structures are shifting as subsidies fade
  • Explore the risks and opportunities in the “fast-fashion” SaaS economy
  • See why control of the browser is the next big AI platform play
  • Analyse Apple’s US manufacturing move in the context of global geopolitics
  • Recognise the double-edged impact of AI on the labour market
  • Hear lessons founders can apply from today’s tech power plays

The Pact

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

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/

  continue reading

270 episodes

Artwork
iconShare
 
Manage episode 500289002 series 3583631
Content provided by Yaniv Bernstein, Chris Saad, Yaniv Bernstein, and Chris Saad. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Yaniv Bernstein, Chris Saad, Yaniv Bernstein, and Chris Saad or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Is AI threatening traditional subscription software models and accelerating competitive turnover? Sam Altman thinks so.

In this episode, Chris and Ray discuss OpenAI’s GPT-5 release, and Altman's prediction that AI will enable a “fast fashion” era of SaaS, where applications can be created, deployed, and discarded in rapid cycles.

You'll also hear them delve into Apple's commitment of $2.5 billion toward US-based manufacturing as part of a broader $600 billion plan, and their examination of the public spat between Elon Musk and Sam Altman on X, exploring what it reveals about ego, platform power, and the competitive dynamics shaping the AI industry.

In this episode, you will:

  • Understand why GPT-5’s biggest innovation might be routing, not raw intelligence
  • Learn how AI cost structures are shifting as subsidies fade
  • Explore the risks and opportunities in the “fast-fashion” SaaS economy
  • See why control of the browser is the next big AI platform play
  • Analyse Apple’s US manufacturing move in the context of global geopolitics
  • Recognise the double-edged impact of AI on the labour market
  • Hear lessons founders can apply from today’s tech power plays

The Pact

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

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/

  continue reading

270 episodes

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