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
01:03 Chime’s IPO Announcement: Who Wins & Who Loses
03:13 The Lopphole That Means Chime Has a Better Business than JP Morgan
07:46 Why Investors Who Invested at $25BN Will Make Money When it IPOs at $12BN
17:06 Are IPOs Dead & The Future of the Late Stage Private Market
26:38 Exits are Larger Than Ever: So What? What Happens? Who Wins? Who Loses?
42:31 Is Europe Totally F*******
44:29 Challenges of Going Public & What Needs to Change?
48:28 OpenAI’s Future and Predictions
52:36 Rippling vs. Deel Lawsuit: Is Deel Screwed?
01:00:54 What Were Your Biggest Takeaways from the SaaStr Event?
01:04:45 How Does Microsoft Open Sourcing VS Code Affect WindSurf?
01:16:22 Why So Many Companies Are About To Become Database Companies
01:17:04 The Future of Salesforce: Buy or Sell?
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Subscribe on Spotify:
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Subscribe on Apple Podcasts:
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#20vc #harrystebbings #roryodriscoll #jasonlemkin #chime #saastr #openai #ipo #rippling #deel
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