Jason Lemkin is one of the leading SaaS investors of the last decade with a portfolio including the likes of Algolia, Talkdesk, Owner, RevenueCat, Saleloft and more.
Rory O’Driscoll is a General Partner @ Scale where he has led investments in category leaders such as Bill.com (BILL), Box (BOX), DocuSign (DOCU), and WalkMe (WKME), among others.
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Timestamps:
00:00 Intro
01:23 Founder of the Year 2025
08:33 Fund of the Year
21:27 Breakout Companies of 2025: Who Made the Biggest Impact?
28:35 Biggest Surprises of 2025
35:36 Predictions for 2026: Top Performing Tech Stocks of the Year
39:21 B2B Stocks to Watch
41:50 Why Salesforce Could Be the Buy of 2026
54:50 Google, Meta, Apple, NVIDIA, Microsoft: Buy One, Short One
01:01:40 IPO Speculations: Who Will Go Public in 2026
01:07:48 The Impact of AI on Employment
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