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 01:06 Mag7 Earnings: The "Super Bowl" of Tech Results 04:59 Google's Cloud Explosion & The AI Search "Disruption" That Never Came 14:46 Microsoft's $190B Bet: Is AI the Only Thing Keeping Growth Flat? 21:24 Meta's $150B Future Bet vs Wall Street's Need for Spreadsheets 28:14 Palantir's Home Run: Why Big Companies Spend Big Money on AI 39:42 Apple's Quiet Consistency & The Stealth Inflation of Memory Chips 42:37 The SaaS Apocalypse Over? Atlassian and Twilio Lead the Re-acceleration 01:04:17 Anthropic's $50B Raise & The Math Behind Token vs. Salary Spend 01:10:57 Sierra's ...