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
00:42 Anthropic’s $30B Raise at $380B
05:53 Why SaaS Stocks Keep Getting Crushed
20:53 Wall Street’s New Religion: AI Replaces Headcount
22:21 The Bear Case for Shopify: What Could Go Wrong?
33:13 Replit & Lovable are Proof Figma Missed Out: Figma; Buy or Sell?
50:27 Stripe Raises at $140BN: Is Stripe Wildly Overvalued or Adyen Undervalued?
56:51 OpenAI Buys OpenClaw
01:09:56 Thrive’s $10B Growth Fund
01:12:46 Arif Janmohamed Leaves Lightspeed for New Firm
01:17:26 Workday’s Founder Returns as CEO: Will it Work?
01:25:15 Which Founder Returns Next: HubSpot, Twilio, Gitlab?
01:28:58 Is Monday.com a Screaming Buy?
01:33:43 Jason and Harry Bet $200,000
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