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 01:14 Anthropic Security Product Wipes Billions Off Public Markets 10:38 Do Agents Turn SaaS Incumbents into Valueless Databases 21:25 Anthropic Secondary Sale Makes Hundreds Decamillionaires 22:53 Citrini Research Piece: Everything You Need To Know 25:40 Will DoorDash Be Replaced by Agents 27:37 Why No Public Company Has Created a Good Agent Product 35:19 Will "Ghost GDP" Soften Consumer Spending Power 50:32 Is Tech Private Equity and Thoma Bravo F***** in this Market 54:22 OpenAI Massively Increases Spending Plans: Analysis 59:48 Figma Fights Back: Earnings Through the ...