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 01:09 Anthropic vs. the Pentagon: The Billion Dollar Supply Chain War 04:49 B2B Panic: Why Leading Companies Are Losing Deals to OpenAI 08:09 The Anthropic Endgame: Will Claude Eclipse ChatGPT? 15:49 The Data Center Arms Race: Is the AI Hype Cycle Finally Dead? 17:19 24/7 Persistent AI: Why You'll Soon Need Data Centers in Space 33:13 The Death of the Junior: Why Entry-Level Jobs are Vanishing 43:53 Agent-Led Growth: The Secret Reason Startups are Exploding in 2026 49:46 The Era of Gentle Deceleration Is Dead: Public Markets ...