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 01:38 SpaceX's $800 Billion Valuation: A Deep Dive 08:48 IPO Market Predictions for 2026 19:03 Netflix's Bold Move: Acquiring Warner Brothers 30:33 Tiger's New Fund Strategy 36:23 Databricks' Head of AI $500 Million Seed Round 40:19 Harvey Raises $160M at an $8BN Valuation 01:06:14 Chinese Open Source Models in US Startups 01:16:29 Airwallex Raises $330M at an $8BN Valuation 01:27:30 Prediction Markets and Insider Trading ---------------------------------------------------------------------------------------------- Subscribe on Spotify: open.spotify.com/show/3j2KM...