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 01:19 Lightspeed's $9 Billion Fundraise 06:20 The Impact of Mega Funds on Seed VCs 11:28 The Supercycle of Growth and Late-Stage Investments 14:01 Disney Invests $1BN into OpenAI and What It Means 21:46 Oracle Hit Hard: Is Now the Time to Buy 27:23 Broadcom's Market Cap Drop and Anthropic's AI Chip Orders 34:40 Cursor Competes with Figma: The Convergence of Design & Coding Tools 47:02 The Biggest Danger for Incumbents: Being Maimed by AI 56:43 Boom Supersonic Raising $300M to… Power Data Centres… WTF 01:02:23 Will SpaceX IPO at $1.5TRN and The Elon Option Value 01:17:17 Wo...