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
01:01 Thrive and OpenAI Partnership
04:07 Databricks Raising $5BN at $134BN Valuation: Cheap or Not?
20:41 Eventbrite Acquired by Bending Spoons for $500M
23:02 Pagerduty’s $1BN Market Cap, Just 2x Revenue
26:37 The TAM Trap: Why SaaS Is Like Japan
38:13 Lessons from Companies Hitting $100M ARR
42:43 The Future of Labour Markets is F******
49:27 The Importance of Compounding in Investments
56:26 The Relevance Game in Venture Capital
01:08:05 Supabase at $5BN or Lovable at $6BN: Which One?
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