31 Jul 2026Situational Awareness | AI Stocks Fall | OpenAI Join Us | Ebay Scandal
Sabba Keynejad: The SaaS Playbook Is Dead
VEED co-founder and CEO Sabba Keynejad breaks down his post arguing the SaaS playbook is dead: SEO and PPC demand capture is weakening, so growth now comes from creating demand through a great first product experience and getting influencers to talk about the product. He shares that VEED attributes roughly $16K a month of revenue to his CEO socials, suggests agents could remove the software layer entirely, and argues founders should build one product exceptionally well rather than five. He teases a big VEED announcement coming in two weeks.
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Sabah Keenyad (Veed): YC rejections to Sequoia
Veed founder Sabah Keenyad joins after the hosts dropped caps at his studio, opening with his viral tweet framing the decade since leaving college as an overnight success. He tells the bootstrapping story — rejected by YC four or five times, his co-founder working a job and paying half his salary to keep Veed alive, building to roughly $6M ARR before Sequoia invested — and describes today's scale of about 10M monthly users, split roughly half AI-generated and half edited video. He also covers hiring 30-year Apple veteran Pete Steiner as CTO to provide long-term direction against 'feature soup,' and the never-satisfied founder mindset, before the hosts discuss bootstrapping versus VC-backed growth.
AI bubble circular financing & the Louvre heist
The hosts recap Guillermo Florez's 'Are we in a bubble? 10 things you should know,' walking through circular financing loops among Nvidia, OpenAI, Microsoft, Oracle, CoreWeave, and AMD and how actual value creation may separate this AI cycle from the dot-com bubble. They then cover the Louvre daylight robbery by thieves in high-vis jackets — the dropped French crown included — and swap a story about sneaking into a festival backstage using the same trick.
Bello Wurtz joins the studio
Tech Europe and The Sandbox founder Bello Wurtz joins the hosts in the studio. The segment opens with greetings and a quick 'what's new' exchange before this part of the recording ends.
Tech Europe's Bella: Hackathons & a 10-Year Mission
Bella, founder of Tech Europe, joins from Berlin and mentions an upcoming, not-yet-announced hackathon with VEED in London, after the hosts show off their Synthesia jersey wall. He explains Tech Europe started a year ago when he couldn't find a hackathon in Berlin to meet potential co-founders, and now aims to help create 10 new $100B+ European companies in 10 years. They discuss scaling from one event a month to two, closing the year at roughly 20 hackathons, and the Berlin hack that drew 1,200 registrations with 400 accepted builders queuing from 8am.