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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Timestamps:
00:00 Intro
01:16 OpenAI’s Restructuring: Winners and Losers
16:12 Andreessen Horowitz’s Raise $10BN in New Funds
26:22 Mercor Raises $350M at a $10BN Valuation
44:51 Spray and Pray: Does it Work: Data Breakdown
49:52 The Role of Option Checks Venture Capital
01:08:03 Amazon’s Struggles: How Do They Return to Greatness in AI
01:11:54 Why IRR is a BS Metric and What Matters More
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