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. ----------------------------------------------- Timestamps: 00:00 Intro 01:03 Navan's IPO: Winners, Losers and 20% Crater 20:53 Harvey Raises $150M at an $8BN Valuation 34:16 Was Sam Altman Wrong to Snap at Brad Gerstner 42:41 Why Google is a Buy and Amazon is a Short 50:30 Meta Down 10%, Buy or Sell? 52:21 If You Have Not Accelerated with AI, You Are Dead 01:10:05 Why Now is the Best Time for Series A and Worst for Seed ---------------------------------------------------------------------------------------------- Subscribe on Spotify: open.spotify.com/show/3j2KMcZ... Subscribe on Apple Podcasts: podcasts.apple.com/us/podcast...