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.
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.
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In Today’s Episode We Discuss:
00:00 Intro
01:25 Databricks hits $100B: Bubble or just the beginning?
04:14 Is Databricks actually undervalued at 25x revenue?
13:27 Can Andreessen’s Databricks bet return $30B+?
19:13 Is the return of Chamath’s SPACs the ultimate bubble signal?
29:24 Should OpenAI staff be cashing out billions in secondaries?
35:44 Founder raises $130M… then walks away. Is this the new normal?
38:40 Nubank’s $2.5B profit: The best FinTech in the world?
52:36 CoreWeave takes on $11B in debt: smart bet or ticking time bomb?
01:12:07 Will AI spend really hit trillions—or is it all hype?
01:26:43 Kalshi Quick-Fire Round
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