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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In Today’s Episode We Discuss:
00:00 Intro
01:06 OpenAI and AMD’s Major Partnership
06:56 Microsoft Have F***** Up the OpenAI Partnership
16:59 OpenAI’s Developer Day Announcements
30:58 Why VC is the Most Forgiving Asset Class on Price and Valuation
42:29 What Does it Take to IPO in 2025: Why Snyk Will Not IPO
58:02 Vercel Raises $300M at $9BN: Suicide Round or Strategic
01:04:59 Does King Making Really Work in Venture Capital: Legora vs Harvey
01:18:49 Chamath Raises Latest SPAC: SPACs are Back
01:21:58 Polymarket Raises $2BN at a $9BN Valuation
01:26:34 Quick-Fire Round
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