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
00:53 The Windsurf x Google x Cognition Saga Explained
03:35 The OpenAI deal collapsed – what really happened
21:20 Cognition’s genius $220M acquisition of Windsurf: Most brilliant Deal of the Year
29:21 Altman’s Safety First: Delaying the OpenAI Model Launch
35:12 “Roll your own SaaS” is complete nonsense
37:20 Lovable vs Cursor vs Replit: who wins the coding war?
45:16 Why Lovable could be the ChatGPT of builders
48:34 Will these vibe-coded apps become durable businesses?
49:30 The shocking churn rates hidden inside AI SaaS
56:32 Are these $2B valuations actually… cheap?
58:57 Grok just destroyed GPT-4 in benchmarks
01:13:59 Meta just invested $3.5B in Ray-Bans
01:16:15 Kalshi Quick-Fire Round
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