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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://podcastplayer.com/legal.
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Insiders React: OpenAI Bets Big on Vibe Coding + Epic Games' Victory Over Apple, Silicon Valley's Talent Crisis

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Manage episode 481424542 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.

OpenAI just dropped $3B on vibe coding—should software engineers be worried?

And what happens now that Apple’s 30% App Store tax just took a major legal hit?

In this episode of The Startup Podcast, hosts Chris Saad and Yaniv Bernstein are joined by seasoned founder and investor Hooman Radfar (CEO at Collective, ex-VC at Expa) to unpack three seismic shifts shaping the future of tech startups today.

They dive deep into OpenAI’s $3B move into vibe coding, the ripple effects of Apple’s court-ordered App Store concession, and a sobering update on Silicon Valley's AI talent trends.

Watch the full episode here: https://youtu.be/chA3rYD75uI

In this episode, you will:

•⁠ ⁠Learn why OpenAI is acquiring AI coding startups—and what that means for developers everywhere

•⁠ ⁠Understand how tools like Windsurf and Cursor are changing expectations for startup speed and headcount

•⁠ ⁠Discover why SaaS margins and investor sentiment are shifting under the weight of AI-native startups

•⁠ ⁠Explore how Apple’s legal defeat is reshaping the app ecosystem for founders and product builders

•⁠ ⁠Hear first-hand stories about the limits of current LLM coding assistants—and why user trust may be short-lived

•⁠ ⁠Unpack the growing platform risk as hyperscalers begin to own entire labor categories, not just infrastructure

•⁠ ⁠Debate whether the “two-speed” startup economy (AI-native vs everyone else) is sustainable—or a bubble waiting to pop

Whether you’re an early-stage founder, startup operator, or just trying to make sense of the shifting AI landscape, this episode is packed with hard-earned insights and startup war stories from the frontlines.

The Pact

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

Follow, rate, and review us in your listening app

Subscribe 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 following

Key links

The Startup Podcast is sponsored by Vanta. Vanta helps businesses get and stay compliant by automating up to 90% of the work for the most in demand compliance frameworks. With over 200 integrations, you can easily monitor and secure the tools your business relies on.

For a limited-time offer of US$1,000 off, go to ⁠⁠⁠⁠⁠www.vanta.com/tsp⁠⁠⁠⁠⁠.

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

243 episodes

Artwork
iconShare
 
Manage episode 481424542 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.

OpenAI just dropped $3B on vibe coding—should software engineers be worried?

And what happens now that Apple’s 30% App Store tax just took a major legal hit?

In this episode of The Startup Podcast, hosts Chris Saad and Yaniv Bernstein are joined by seasoned founder and investor Hooman Radfar (CEO at Collective, ex-VC at Expa) to unpack three seismic shifts shaping the future of tech startups today.

They dive deep into OpenAI’s $3B move into vibe coding, the ripple effects of Apple’s court-ordered App Store concession, and a sobering update on Silicon Valley's AI talent trends.

Watch the full episode here: https://youtu.be/chA3rYD75uI

In this episode, you will:

•⁠ ⁠Learn why OpenAI is acquiring AI coding startups—and what that means for developers everywhere

•⁠ ⁠Understand how tools like Windsurf and Cursor are changing expectations for startup speed and headcount

•⁠ ⁠Discover why SaaS margins and investor sentiment are shifting under the weight of AI-native startups

•⁠ ⁠Explore how Apple’s legal defeat is reshaping the app ecosystem for founders and product builders

•⁠ ⁠Hear first-hand stories about the limits of current LLM coding assistants—and why user trust may be short-lived

•⁠ ⁠Unpack the growing platform risk as hyperscalers begin to own entire labor categories, not just infrastructure

•⁠ ⁠Debate whether the “two-speed” startup economy (AI-native vs everyone else) is sustainable—or a bubble waiting to pop

Whether you’re an early-stage founder, startup operator, or just trying to make sense of the shifting AI landscape, this episode is packed with hard-earned insights and startup war stories from the frontlines.

The Pact

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

Follow, rate, and review us in your listening app

Subscribe 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 following

Key links

The Startup Podcast is sponsored by Vanta. Vanta helps businesses get and stay compliant by automating up to 90% of the work for the most in demand compliance frameworks. With over 200 integrations, you can easily monitor and secure the tools your business relies on.

For a limited-time offer of US$1,000 off, go to ⁠⁠⁠⁠⁠www.vanta.com/tsp⁠⁠⁠⁠⁠.

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

243 episodes

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