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
01:14 Anthropic Unveils Mythos: The Model “Too Good at Hacking” to Release
04:31 Why Mythos is a Quantum Leap in Cyber Risk
07:35 The “Boy Who Cried Wolf”: Jason’s Critique of Dario Amodei
13:21 The Oppenheimer Moment: Are Founders Using Doom as a Marketing Tool?
17:39 Amazon’s $20B Secret: Is NVIDIA’s Chip Stranglehold Finally Loosening?
22:02 Claude vs Lovable & Replit: Anthropic Moves into App Building
24:58 The 60% Death Spiral: Why Public SaaS Stocks are Entering a Doom Loop
41:50 Meta Debuts Muse Spark: Alex Wang’s First Model from Super Intelligence Labs
47:06 OpenAI’s $50B Ad Vision: The Plan to Monetize Intelligence
57:11 Token Maxing: How CIOs are Reclaiming Control Over AI Budgets
01:02:45 SpaceX’s Leaked Financials: The Math Behind the $2 Trillion IPO
01:13:59 Thoma Bravo Shuts Growth Equity
01:23:43 Who IPOs First; OpenAI or Anthropic?
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