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 Unveils Mythos: The Model "Too Good at Hacking" to Release 04:31 Why Mythos is a Quantum Leap in Cyber Risk 07:35 The "Boy Who Cried Wolf": Jason's Critique of Dario Amodei 13:21 The Oppenheimer Moment: Are Founders Using Doom as a Marketing Tool? 17:39 Amazon's $20B Secret: Is NVIDIA's Chip Stranglehold Finally Loosening? 22:02 Claude vs Lovable & Replit: Anthropic Moves into App Building 24:58 The 60% Death Spiral: Why Public SaaS Stocks are Entering a Doom Loop 41:50 Meta Debuts Muse Spark: Alex Wang's First Model from Super Intelligence Labs 47:06 Open...