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
01:06 Sequoia’s Leadership Transition
07:31 Michael Burry’s Big Short on Nvidia and Palantir
14:38 Gamma Raises $100M at a $2BN Valuation
28:39 Does Defensibility Exist Today When Copying is Easy
40:09 Should All Funds Be Way More Diversified
50:02 How to Run a Fundraising Process & What Not To Do
01:00:47 Datadog Surges 20% and Duolingo Crashes: What Happened
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