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 01:08 Daniel Gross & Nat Friedman: Why Two Legendary VCs Walked Away From $1B to Join Meta 08:07 Meta’s AI Talent Magnet: Will It Actually Work? 15:38 Cursor Is Breaking the Market: Can Anyone Compete? 18:58 OpenAI’s SBC Bombshell: More Stock Comp Than Revenue 23:40 CoreWeave’s Power Play: Buying Their Landlords 27:50 Is Circle Next to Go Shopping with Meme Equity? 30:25 PE Is Back: The Olo Take-Private Explained 37:02 Why Triple, Triple, Double, Double Is No Longer Sexy 47:47 QSBS Hack: The Billionaire’s Tax Loophole You’re Missing 53:02 Microsoft’s AI...