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
01:14 Anthropic Security Product Wipes Billions Off Public Markets
10:38 Do Agents Turn SaaS Incumbents into Valueless Databases
21:25 Anthropic Secondary Sale Makes Hundreds Decamillionaires
22:53 Citrini Research Piece: Everything You Need To Know
25:40 Will DoorDash Be Replaced by Agents
27:37 Why No Public Company Has Created a Good Agent Product
35:19 Will “Ghost GDP” Soften Consumer Spending Power
50:32 Is Tech Private Equity and Thoma Bravo F***** in this Market
54:22 OpenAI Massively Increases Spending Plans: Analysis
59:48 Figma Fights Back: Earnings Through the Roof
01:06:13 Momentum Versus Value: Four Public Stocks to Buy
01:14:41 Jack Altman Joins Benchmark Capital
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