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 01:16 Anthropic's $10 Billion Fundraise 08:59 Has Claude Code Beaten Cursor Already 16:08 OpenAI Could Still Go to Zero 25:58 Andreessen Horowitz's $15 Billion Fundraise 46:33 The Middle is Dead: Boutique vs. Large Platforms in Venture 53:27 The Future of Venture Capital 01:12:14 The Impact of Wealth Taxes on the Industry ---------------------------------------------------------------------------------------------- Subscribe on Spotify: open.spotify.com/show/3j2KMcZ... Subscribe on Apple Podcasts: podcasts.apple.com/us/podcast... Follow Harry Stebbings...