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 vs The Pentagon: Who Wins 17:01 Was Sam Altman Wrong to Take the Deal 23:29 OpenAI's $110BN Mega Round: The Breakdown 27:44 Who Has a Bigger Valuation Premium: Sam Altman or Elon Musk 34:42 Why We Got the SaaS Apocalypse Wrong? 43:09 Why Salesforce Could be the Best Buy in Public Markets 49:03 Block Lays Off 40% of Team: AI or Overhiring 01:02:45 Cursor Hits $2BN in ARR… so not Dead? 01:17:01 How to Pick Winners in AI? ---------------------------------------------------------------------------------------------- Subscribe on Spotify: open.spotify...