Roger Ehrenberg is a leading seed investor, founder of IA Ventures, and now runs Game Changers Ventures, a $100M fund investing at the intersection of sports, media, entertainment & technology.
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
00:51 Pre-Show Chat: Rory Is So Old He Worked with Arthur Rock!!!
04:42 Goldman Sachs Acquires Industry Ventures for $665M
14:45 Thinking Machines Co-Founder Raises $2BN and Then Leaves for Meta
30:05 SoftBank Goes for $5BN Leverage Against ARM Stock To Buy More OpenAI
33:41 More Data Centres Than Offices: Are We In a Bubble
46:27 Where is the Alpha in Venture in 2025
57:19 What 90% of Managers Get Wrong About Portfolio Management
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