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 01:19 Anthropic Eyes $900B Valuation & Andrej Karpathy's Shock Move 05:40 Unpacking Anthropic's $30 Billion War Chest 08:37 The True Cost of AI Tokens 23:12 Public Tech Rebound: Figma & Datadog Crush Expectations 27:26 The Death of Traditional Web Builders? The Decline of Wix & Squarespace 38:50 Compute Starvation: Is the Semiconductor & Hardware Boom Sustainable? 48:27 Cerebras IPO Smashes Day One 52:03 SpaceX Sets Date For the Largest IPO in History 01:02:30 YCombinator's Mic Drop Deal & The Drama Behind Elon Musk's OpenAI Lawsuit 01:13:03 The Looming Backlash: Mass Tec...