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
01:25 SpaceX Completes Acquisition of xAI in $1.25 Trillion Merger
10:39 The Rehabilitation of the IPO and the End of “State Private Forever”
18:13 The 2026 SaaS Massacre: Public Market Collapse
30:15 Next-Gen CRM War: Hubspot Down 50%+ vs Next Gen Heavily Funded
48:10 Microsoft’s $360 Billion Market Cap Loss & the Shift in AI Narrative
53:43 Nvidia’s Strategic Retreat: The Dispute Over the $100 Billion OpenAI Investment
01:07:10 Waymo Raises $16 Billion at a $110 Billion Valuation
01:23:11 The Launch of OpenClaw & Moltbook: 1.5 Million Agents Join a Social Network
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