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](http://bill.com/) (BILL), Box (BOX), DocuSign (DOCU), and WalkMe (WKME), among others.
Cliff Obrecht is the co-founder and COO of Canva, the visual-communication platform he built with Melanie Perkins and Cameron Adams, where he leads operations, monetization, and growth. He helped scale Canva from Fusion Books into a global, product-led business driving acquisitions like Pexels, Pixabay, and Flourish and champions its philanthropy through the Canva Foundation.
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In Today’s Episode We Discuss:
00:00 Intro
01:03 Anthropic Raises $13BN: The Analysis?
16:58 Is Zuck’s $14BN Scale bet the biggest blunder in AI?
25:37 Lovable Raising at $4BN and Vercel at $9BN: Justified or Madness?
35:53 Quarterly Results for Snowflake, Mongo, Okta, Zoom Skyrocket: Is B2B SaaS back from the dead?
48:38 Is Jensen Huang right there will be $4TRN in AI gains?
50:01 Will AI wipe out SaaS margins with 10% GPU taxes? Or is Notion the exception?
01:06:35 The VC Regret Pathway
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