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 00:59 Cursor Acquired for $60B?! Breaking down the mind-blowing deal with xAI/SpaceX 06:41 Why Cursor and Elon Musk actually make perfect sense 09:02 Who Won the Deal? 11:25 Venture Payday: What this means for the investors and the "lock-up" reality for the founders 13:34 SpaceX as an AI Lab 20:35 The AI Advantage: Why high-price stocks are the ultimate weapon for massive acquisitions 27:10 The $100 Billion Prediction 34:55 End of an Era: Tim Cook steps down at Apple 39:07 Why Netflix, Canva, and Adobe should be terrified of YouTube and AI 42:21 Anthropic Hits $1 Trillion...