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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. ----------------------------------------------- In Today’s Episode We Discuss: 00:00 Intro 01:17 Nvidia's Massive $100BN Investment in OpenAI 05:45 Is Anthropic Negatively Positioned by OpenAI Gaining NVIDIA Investment 22:24 Is Triple, Triple, Double, Double Dead 41:59 Navan Files to Go Public at $8BN 54:17 Lockup Periods and Liquidity 01:02:17 Impact of H-1B Visa Changes on Startups 01:07:40 Notion Hits $500M ARR Re-Accelerating 01:16:16 Why Founder Friendly is Total BS Today 01:19:48 Kalshi Quick-Fire Round ---------------------------------------------------------------------------------------------- Subscribe on Spotify: open.spot...

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  • roryodriscoll
  • nvidia
  • jasonlemkin
  • 20vc
  • notion
  • openai
  • harrystebbings
  • anthropic
  • navan