EP42: AI Mashup (Part I): Navigating Competition, Investments, and the Impact of ChatGPT — Product Market Fit podcast (startups | tech | AI | growth)

Are you as excited about generative AI as I am? My guests and I have covered generative AI extensively on the podcast. The applications of this technology are far-reaching and the speed of innovation is dizzying. I've put together a special 2-part mashup of previous episodes on the topic. In this first installment, we dive deep into the foundational concepts, from exploring the power of transformers to unveiling the game-changing potential of ChatGPT.  We also explore the competitive landscape of AI, giving you insights into the race among tech giants and startups, from the perspective of founders and investors. I hope you enjoy it and go back to listen to the full episodes (if you haven't already done so). Tune in to part 2 next week as we cover the implications of AI on marketers and the societal and ethical implications. Chapters: (00:00) Introduction (02:07) What are transformers? (Pascal Weinberger, Founder & CEO @ Bardeen.ai) (05:01) Can machines understand? (Pascal) (05:37) Is Chat-GPT truly a game changer? (Pascal) (9:12) The chat interface (Alexander De Ridder, Co-Founder & CTO @ Ink) (11:13) How Chat-GPT continues to improve (Alexander) (13:49) Google and the Innovator's Dilemma (Tom Taulli, author of "Generative AI: How ChatGPT and Other AI Tools Will Revolutionize Business") (15:51) Is Google ahead of OpenAI? (Pascal) (17:23) The AI race between tech giants (Tom) (18:24) Where does value accrue in the AI race? (Pascal) (20:16) The new generation of AI startups (Tom) (22:33) The impact of AI on startups (Leo Polovets, Founding Partner @ Susa Ventures) (24:25) AI is helping entrepreneurs in starting and scaling companies (Tony Beltramelli, Founder & CEO @ Uizard) (25:43) Thinking about the competitive landscape (Danielle Dafni, Founder & CEO @ Peech.ai) (28:16) Where do moats develop? (Hikari Senju, Founder & CEO @ Omneky) (29:50) Better tech leads to sustainable advantage (Asaf Yanai, Founder & CEO @ Alison.ai) (32:13) Differentiation and positioning (Yaniv Makover, Founder & CEO @ Anyword) (34:48) Being AI-first vs. AI as an add-on (Tony B.) (35:54) People don't buy AI, they buy the value it's creating (Yaniv) (36:51) Informed AI investments amidst the buzz (Leo) (40:05) The bull case for investing in AI (April Underwood, Founding Partner @ Adverb Ventures) (41:33) Conclusion Sponsor: This podcast is brought to you by ⁠⁠⁠⁠⁠grwth.co⁠⁠⁠⁠⁠. Grwth offers fractional CMOs, paired with best-in-class digital marketing execution to support early-stage startup success. With a focus on seed and series-A companies, Grwth has helped a number of SaaS, digital health, and e-commerce startups build their go-to-market function and scale up. To learn more and book a free consultation, go to ⁠⁠⁠⁠⁠grwth.co⁠⁠⁠⁠⁠. Get in touch with Mosheh: ⁠linkedin.com/in/moshehp/⁠⁠ ⁠⁠https://twitter.com/Moshehp⁠⁠⁠ [email protected] ⁠⁠https://www.pmfpod.com/