Tomasz Tunguz is a Managing Director at Theory Ventures and one of the most respected voices in SaaS and venture capital, known for his data-driven insights on startup growth and market dynamics. Previously a General Partner at Redpoint Ventures, he has backed companies such as Looker (acquired by Google), Dremio, Monte Carlo, and Twilio (TWLO), among others. 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 01:42 Cursor Raises $2.3BN at $29BN Valuation 09:40 What Gemini 3 Means for Lovable, Cursor and Replit 32:14 How Ramp Grew from $13B to $32B in a Year 39:01 Peter Thiel and Softbank Sell NVIDIA: The Bubble Bursting? ...