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
01:12 NVIDIA’s GTC: What You Need to Know
09:27 Meta’s 20% Layoffs & Atlassian Lets Go of 1,600
20:33 How to Test AI Fluency in Employees
30:30 Anduril Lands $20BN Army Contract
48:24 Travis Kalanick Returns With Atoms
51:55 If Travis Kalanick Ran Uber Today, Would it be $1TRN Company?
58:56 When is it Right to Replace Founders
01:08:25 Adobe CEO Exit Shock
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