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
01:05 Anthropic’s $30BN Investment from Microsoft & NVIDIA
09:57 NVIDIA’s Customer Concentration: Bull or Bear
21:27 Google vs. OpenAI: Sam Altman’s “War Mode” Memo
35:25 Sierra Hits $100M ARR: Justify $10BN Price?
45:45 Implementation is the Biggest Barrier to Enterprise AI Growth
54:16 Lovable Hits $200M ARR & Rumoured $6BN Round
01:05:17 Is LLM Search Optimisation (GEO) Selling Snake Oil? What AI is a Fraud vs Real?
01:18:30 Figma Market Cap: Is the IPO Market F****** for 2026
01:27:26 Quick-Fire Round
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