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 Lightspeed’s $9 Billion Fundraise
06:20 The Impact of Mega Funds on Seed VCs
11:28 The Supercycle of Growth and Late-Stage Investments
14:01 Disney Invests $1BN into OpenAI and What It Means
21:46 Oracle Hit Hard: Is Now the Time to Buy
27:23 Broadcom’s Market Cap Drop and Anthropic’s AI Chip Orders
34:40 Cursor Competes with Figma: The Convergence of Design & Coding Tools
47:02 The Biggest Danger for Incumbents: Being Maimed by AI
56:43 Boom Supersonic Raising $300M to… Power Data Centres… WTF
01:02:23 Will SpaceX IPO at $1.5TRN and The Elon Option Value
01:17:17 Would You Rather…
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