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 00:42 Anthropic's $30B Raise at $380B 05:53 Why SaaS Stocks Keep Getting Crushed 20:53 Wall Street's New Religion: AI Replaces Headcount 22:21 The Bear Case for Shopify: What Could Go Wrong? 33:13 Replit & Lovable are Proof Figma Missed Out: Figma; Buy or Sell? 50:27 Stripe Raises at $140BN: Is Stripe Wildly Overvalued or Adyen Undervalued? 56:51 OpenAI Buys OpenClaw 01:09:56 Thrive's $10B Growth Fund 01:12:46 Arif Janmohamed Leaves Lightspeed for New Firm 01:17:26 Workday's Founder Returns as CEO: Will it Work? 01:25:15 Which Founder Returns Next: HubSpot, Twilio, Gitlab...