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. Kaz Nejatian is the CEO at Opendoor (OPEN) and former COO & VP Product at Shopify; earlier he led payments at Facebook and founded the payments startup Kash (acquired in 2017). ----------------------------------------------- In Today’s Episode We Discuss: 00:00 Intro 01:36 Why Did Kaz Leave $300M on the Table to Join Opendoor 03:24 Why Does Kaz Believe OPEN Can Be a Good Business When the Market Doesn’t 04:28 How does Kaz Feel About OPEN Becoming a Meme Stock? 17:56 Kaz’s $0 Salary but $1BN Stock Based Compensation 25:06 Oracle and OpenAI Partnership: WTF is Going On? 33:14 Investor Diligence: Growth Over Margins 43:23 Microsoft's Investment...