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. ---------------------------------------------- In Today’s Episode We Discuss: 00:00 Intro 01:06 Circle’s IPO: Investors Just Left $BNs on the Table 10:14 Should Stripe and Databricks Finally Go Public? 15:54 US Stock Markets: How They DOMINATE the Global Game 20:33 50% of Unicorns Are DOOMED. What Happens Now? 25:04 Founders Fund Just Dropped $1B on Anduril. Why?! 30:25 What Would Rory Do If LPs Let You Go Wild? 37:42 What Missing Out on Millions for Docusign Taught Rory 48:27 The Shocking Data Behind the SaaS Slowdown 53:26 AI vs. SaaS: The Great Budget War Begins 01:03:29 SpaceX, Tesla, Neuralink: Elon’s Empire After the Firestorm 01:11:16 K...