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
00:47 Understanding Burn Multiples and Capital Efficiency in an AI World
12:57 What Metrics Founders Need to Focus on in a World of AI
20:59 The Role of Kingmakers in Venture Capital: Harvey, Abridge, Profound
33:50 Klarna, Figma, Stubhub, all Down: Are Public Markets Turning?
42:35 How Can We Fund the $1TRN Sam Altman Needs for Energy
01:00:44 FiveTran and DBT: Is the Wave of Consolidation About to Begin?
01:09:04 Does Private Equity Need to Change in a World of AI
01:16:52 Political Expression and Corporate Responsibility
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