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 01:28 OpenAI Misses Growth Targets: Is This a Real Problem? 07:20 The Rise of AI Agents: Why Humans No Longer Pick Models 18:45 $45B Floods into Anthropic from Google & Amazon 27:11 "Compute ≠ Revenue": The First Crack in the AI Business Model 30:55 Why Google May Be the Biggest Winner in AI Infrastructure 34:59 China Blocks $2B Manus Deal 42:19 Thoma Bravo Hands Medallia to Creditors: $5B Wiped Out 01:06:28 The Collapse of Private Equity Exit Routes in VC ---------------------------------------------------------------------------------------------- Subscribe on Spotif...