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
01:09 Anthropic vs. the Pentagon: The Billion Dollar Supply Chain War
04:49 B2B Panic: Why Leading Companies Are Losing Deals to OpenAI
08:09 The Anthropic Endgame: Will Claude Eclipse ChatGPT?
15:49 The Data Center Arms Race: Is the AI Hype Cycle Finally Dead?
17:19 24/7 Persistent AI: Why You’ll Soon Need Data Centers in Space
33:13 The Death of the Junior: Why Entry-Level Jobs are Vanishing
43:53 Agent-Led Growth: The Secret Reason Startups are Exploding in 2026
49:46 The Era of Gentle Deceleration Is Dead: Public Markets Turn Brutal
01:01:16 Figma Make Is Terrible? The Failure of Quarterly Software Releases
01:06:56 The Ultimate Stock Picks: What to Buy and Sell Right Now
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