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 00:48 Can VC Survive With Public Market Prices Today 14:01 The Implosion of Thinking Machines 24:32 Elon Musk vs. OpenAI: The Legal Battle 43:25 Can OpenAI Win Ads? 01:01:42 ClickHouse's $15BN Deal: Analysed 01:11:58 Replit's $9BN Deal: Analysed ---------------------------------------------------------------------------------------------- Subscribe on Spotify: open.spotify.com/show/3j2KMcZ... Subscribe on Apple Podcasts: podcasts.apple.com/us/podcast... Follow Harry Stebbings on X: x.com/harrystebbings Follow Jason Lemkin on X: x.com...