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.
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.
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In Today’s Episode We Discuss:
00:00 Intro
00:43 What is Wrong with Billionaires on Twitter: Are They Depressed?
05:37 Why Does Product Market Fit Mean Less Than Ever
08:51 Why is Venture Capital More Risky Than Ever and No One is Discussing It
13:50 Will Private Equity Save a Generation of SaaS Companies and VCs
24:28 a16z’s $20BN Fund: Seriously?
33:01 Why Josh Kushner and Thrive Capital are Masters of the World
40:45 Why is Seed Investing for Suckers
49:21 Why Are $50 Million Seed Funds Useless
49:56 Founders Fund Raises $4.6BN: Analysis
56:11 How Will LPs Change Their Approach to Venture in the Next Five Years
01:05:24 When Will IPOs Comeback?
01:15:55 Why Does it Not Make Sense for the Best Companies to IPO
01:16:34 Lost Ethics and Morals in Founder Secondaries and Term Sheets
01:31:12 Quick-Fire Round: OpenAI, Cursor, Deel vs Rippling
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Subscribe on Spotify:
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Subscribe on Apple Podcasts:
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