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 01:10 Groq Acquired by NVIDIA for $20BN 16:45 Meta's $2BN Acquisition of Manus: Did They Sell Too Early 37:51 OpenAI's Stock-Based Compensation Strategy 01:00:48 Navan Trading at 4x ARR: Who is Good Enough to Go Public? 01:15:45 The Rise of Invisible Unemployment 01:17:25 The Future of Work and Education in an AI-Driven World ---------------------------------------------------------------------------------------------- Subscribe on Spotify: open.spotify.com/show/3j2KMcZ... Subscribe on Apple Podcasts: podcasts.apple.com/us/podcast... Follow Harry Stebbin...