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 00:47 Understanding Burn Multiples and Capital Efficiency in an AI World 12:57 What Metrics Founders Need to Focus on in a World of AI 20:59 The Role of Kingmakers in Venture Capital: Harvey, Abridge, Profound 33:50 Klarna, Figma, Stubhub, all Down: Are Public Markets Turning? 42:35 How Can We Fund the $1TRN Sam Altman Needs for Energy 01:00:44 FiveTran and DBT: Is the Wave of Consolidation About to Begin? 01:09:04 Does Private Equity Need to Change in a World of AI 01:16:52 Political Expression and Corporate Responsibility -----------------------------...