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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In Today’s Episode We Discuss:
00:00 Intro
01:17 Nvidia’s Massive $100BN Investment in OpenAI
05:45 Is Anthropic Negatively Positioned by OpenAI Gaining NVIDIA Investment
22:24 Is Triple, Triple, Double, Double Dead
41:59 Navan Files to Go Public at $8BN
54:17 Lockup Periods and Liquidity
01:02:17 Impact of H-1B Visa Changes on Startups
01:07:40 Notion Hits $500M ARR Re-Accelerating
01:16:16 Why Founder Friendly is Total BS Today
01:19:48 Kalshi Quick-Fire Round
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