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
01:03 Navan’s IPO: Winners, Losers and 20% Crater
20:53 Harvey Raises $150M at an $8BN Valuation
34:16 Was Sam Altman Wrong to Snap at Brad Gerstner
42:41 Why Google is a Buy and Amazon is a Short
50:30 Meta Down 10%, Buy or Sell?
52:21 If You Have Not Accelerated with AI, You Are Dead
01:10:05 Why Now is the Best Time for Series A and Worst for Seed
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