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 01:40 Nvidia Blowout Quarter: $81BN Revenues and Stock… Flat! 07:15 Uber and Microsoft Declare Productivity Gains Questionable from AI 24:01 The Layoffs Continue: ClickUp and Cloudflare 34:20 OpenAI S-1: Is it a Race? How Will it be Received? 38:38 Do Anthropic Rush Out Their IPO Also? 46:54 SpaceX S-1: "Why I Would Never Invest" 50:13 Why Colossus is a Stroke of Genius By Elon 55:27 Data Centers In Space is BS and Will Not Be Core to SpaceX 01:00:50 Polsia Raises $30M at $250M Price: Is this the Peak? 01:10:09 Exa Raises at $2.2BN to Build Search for Agents 01:19:42 Is R...