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
00:48 Can VC Survive With Public Market Prices Today
14:01 The Implosion of Thinking Machines
24:32 Elon Musk vs. OpenAI: The Legal Battle
43:25 Can OpenAI Win Ads?
01:01:42 ClickHouse’s $15BN Deal: Analysed
01:11:58 Replit’s $9BN Deal: Analysed
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