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. Sam Lessin is a Partner at Slow Ventures, where he has backed breakout companies like Robinhood, Airtable, Ro and Solugen. Previously, he was VP of Product at Facebook, where he led core product and identity. He also founded Drop.io, which was acquired by Facebook. ---------------------------------------------- In Today’s Episode We Discuss: 00:00 Intro 00:54 TVPI Is Bullshit? 08:06 Mid-Tier VC Funds Are Getting Annihilated 14:55 The Impact of Mega Funds on Startups 24:37 The War on Relevance: What Companies Truly Matter? 38:25 Mary Meeker’s AI Report: What Everyone Missed 40:31 $600B in AI CapEx - Where Is the Revenue?! 53:34 The Existential...