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:
- 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
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/
Popular Podcasts
On Purpose with Jay Shetty
I’m Jay Shetty host of On Purpose the worlds #1 Mental Health podcast and I’m so grateful you found us. I started this podcast 5 years ago to invite you into conversations and workshops that are designed to help make you happier, healthier and more healed. I believe that when you (yes you) feel seen, heard and understood you’re able to deal with relationship struggles, work challenges and life’s ups and downs with more ease and grace. I interview experts, celebrities, thought leaders and athletes so that we can grow our mindset, build better habits and uncover a side of them we’ve never seen before. New episodes every Monday and Friday. Your support means the world to me and I don’t take it for granted — click the follow button and leave a review to help us spread the love with On Purpose. I can’t wait for you to listen to your first or 500th episode!
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
The Joe Rogan Experience
The official podcast of comedian Joe Rogan.