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 01:06 Sequoia's Leadership Transition 07:31 Michael Burry's Big Short on Nvidia and Palantir 14:38 Gamma Raises $100M at a $2BN Valuation 28:39 Does Defensibility Exist Today When Copying is Easy 40:09 Should All Funds Be Way More Diversified 50:02 How to Run a Fundraising Process & What Not To Do 01:00:47 Datadog Surges 20% and Duolingo Crashes: What Happened ---------------------------------------------------------------------------------------------- Subscribe on Spotify: open.spotify.com/show/3j2KMcZ... Subscribe on Apple Podcasts: podcasts.apple.com...