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Runpoint Podcast E11: Code with Claude, the SaaSpocalypse, and AI Consulting Goes Mainstream
Back after a couple months off, with a bigger crew this time. Sam and Matthew are joined by Ryan Mish, one of Runpoint's operator engineers, and Thanh Pham of Signal Advisory.
Matthew just got back from Anthropic's Code with Claude conference and gives a side-by-side of the vibe at Anthropic vs. OpenAI (he hit both in the same week). From there we get into the stuff that's actually on our minds:
The flood of new "AI consulting firms" charging $20K to install Claude Code and call it a deployment, and what separates real work from theater
Whether the SaaSpocalypse is real, when it makes sense to rip out HubSpot, and where SaaS still wins (network effects, niche infrastructure, the school district that no VC will ever touch)
Why mid-market companies often only use 10% of the software they pay for, and what changes when the data finally talks to itself
Getting good design out of LLMs: Claude's house style vs. Codex 5.5 with image-gen mockups, and why Claude Design is still a prototyping tool
Closing round of what each of us is using right now: managed agents, Pi as a harness for steering Claude and Codex together, a PNPM supply chain attack PSA, HTML artifacts instead of Markdown, and a $30 conference swag computer turned into a reading game for Matthew's daughter
Chapters
00:00 Intro and new faces
01:30 Matthew's report from Code with Claude
05:30 Anthropic vs. OpenAI, in person
10:15 The AI consulting gold rush
14:30 Change management and company size
30:00 Is the SaaSpocalypse real?
40:30 Replacing software you only use 10% of
45:00 Getting good design out of LLMs
52:00 What we're using right now: managed agents, Pi, PNPM, HTML artifacts, and a tiny computer
Guests
Thanh Pham, Signal Advisory
Back after a couple months off, with a bigger crew this time. Sam and Matthew are joined by Ryan Mish, one of Runpoint's operator engineers, and Thanh Pham of Signal Advisory.
Matthew just got back from Anthropic's Code with Claude conference and gives a side-by-side of the vibe at Anthropic vs. OpenAI (he hit both in the same week). From there we get into the stuff that's actually on our minds:
The flood of new "AI consulting firms" charging $20K to install Claude Code and call it a deployment, and what separates real work from theater
Whether the SaaSpocalypse is real, when it makes sense to rip out HubSpot, and where SaaS still wins (network effects, niche infrastructure, the school district that no VC will ever touch)
Why mid-market companies often only use 10% of the software they pay for, and what changes when the data finally talks to itself
Getting good design out of LLMs: Claude's house style vs. Codex 5.5 with image-gen mockups, and why Claude Design is still a prototyping tool
Closing round of what each of us is using right now: managed agents, Pi as a harness for steering Claude and Codex together, a PNPM supply chain attack PSA, HTML artifacts instead of Markdown, and a $30 conference swag computer turned into a reading game for Matthew's daughter
Chapters
00:00 Intro and new faces
01:30 Matthew's report from Code with Claude
05:30 Anthropic vs. OpenAI, in person
10:15 The AI consulting gold rush
14:30 Change management and company size
30:00 Is the SaaSpocalypse real?
40:30 Replacing software you only use 10% of
45:00 Getting good design out of LLMs
52:00 What we're using right now: managed agents, Pi, PNPM, HTML artifacts, and a tiny computer
Guests
Thanh Pham, Signal Advisory
Creators and Guests
Host
Sam Gaddis
Serial tech entrepreneur with a decade deploying practical AI. Experienced in sell-side M&A, he built and exited two companies: an AI products firm and a software consultancy where he served as CIO. Sam translates cutting-edge tech into practical tools aligned with business realities, advising and building buy-in with executives from Fortune 500s to startups.
What is Runpoint: AI Business Transformation Podcast?
Hosted by Runpoint Partners’ founders Sam Gaddis (tech entrepreneur & AI builder) and Matthew Hall (PE operator & growth strategist), Runpoint Podcast strips the hype from artificial intelligence and shows you how to turn it into concrete business results—fast.