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
01:19 The “Claude Mythos” Leak: 10 Trillion Parameters
08:40 OpenAI Kills “Sora”: A Massive Strategic Own Goal?
12:33 OpenAI Hits $100M in Ads: Why OpenAI Must Make Ads Work
17:58 Masa Son’s $40BN Bridge Loan: Investing More Into OpenAI
20:52 Cybersecurity Stocks Tank: Is the Anthropic Panic Justified?
22:57 The Golden Age of Cyber: Why AI Agents are a “Golden Goose” for Security
28:15 Gross vs. Net: The Truth Behind AI Revenue Accounting
31:08 The “Vibe Coding” Era: Reselling Tokens and Triple-Counting ARR
42:20 Oura Going Public & Whoop Raises $500M at $10BN Valuation
52:27 Epic Games Layoffs: The Reality of the Attention Economy
56:19 The Manus Scandal: Founders Trapped in China After Meta Deal
01:02:31 The Billionaire Tax: Why the Golden Geese are Leaving California
01:08:20 Do VCs Actually Add Value? The Ron Conway vs. Matthew Prince Spat
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