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.
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.
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In Today’s Episode We Discuss:
00:00 Intro
00:46 Builder.ai Implodes: $500M Gone & Fraud Allegations Begin
07:42 The Dirty Truth About Late-Stage Venture Math
14:25 The Hinge IPO: Who Won, Who Lost, and Why It’s a Game Changer
21:18 The Chime Bombshell: Late-Stage VCs Forced to Crystallize Huge Losses
24:21 Why YC Is Both Chanel and Walmart & Has Officially Won
30:07 Seed Is Easy. Series A Is Brutal. Here’s Why
36:01 The Silent Killer: How Dilution Is Screwing VCs Without Them Realizing
44:48 OpenAI’s $6B Jony Ive Deal: Genius or Delusion?
46:47 Does OpenAI Win the Hardware War
01:03:04 Duolingo, Klarna, and the Truth About AI Layoffs
01:07:45 Kalshi Quick-Fire Round: AGI Dates, Half-Trillionaires, and Trump Tax Moves
01:15:14 Only 20% of Unicorns Are Real. The Other 80%? Zombies
01:17:32 Why 2021 Had an IPO Every Day & Why That Won’t Return Soon
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Subscribe on Spotify:
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Subscribe on Apple Podcasts:
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#20vc #harrystebbings #roryodriscoll #jasonlemkin #builderai #openai #ipo #seedinvesting #hinge #duolingo #klarna #jonyive
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