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 Brex Acquisition by Capital One for $5.15BN 09:06 Does Brex's Acquisition Help or Hurt Ramp? 15:13 TikTok Deal Completed: Who Won & Who Lost: Analysis 18:38 Anthropic Inference Costs Higher Than Expected 39:05 OpenEvidence Raises at $12BN from Thrive and DST 46:41 a16z Companies are 2/3 AI Revenues 57:24 Wealthront IPO Disaster: Is $1.5BN IPO Too Small? 01:12:19 Salesforce Wins $5BN Army Contract: The Last Laugh for SaaS ---------------------------------------------------------------------------------------------- Subscribe on Spotify: open.spotify.com/show...