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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 01:06 OpenAI and AMD's Major Partnership 06:56 Microsoft Have F***** Up the OpenAI Partnership 16:59 OpenAI's Developer Day Announcements 30:58 Why VC is the Most Forgiving Asset Class on Price and Valuation 42:29 What Does it Take to IPO in 2025: Why Snyk Will Not IPO 58:02 Vercel Raises $300M at $9BN: Suicide Round or Strategic 01:04:59 Does King Making Really Work in Venture Capital: Legora vs Harvey 01:18:49 Chamath Raises Latest SPAC: SPACs are Back 01:21:58 Polymarket Raises $2BN at a $9BN Valuation 01:26:34 Quick-Fire Round ----------------------...

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  • kingmaking
  • ai
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  • nvidia
  • jasonlemkin
  • 20vc
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