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.
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Timestamps:
00:00 Intro
01:17 SpaceX’s $1.8T IPO: Genius Move or Disaster Waiting to Happen?
08:50 Day One vs Year One: Predicting SpaceX’s Future
15:51 OpenAI Files to Go Public — The Next Mega IPO?
18:27 Always-On AI: Is Persistent Memory the Future?
21:32 Apple Rebuilds Siri With Google AI — Smart or Surrender?
25:15 Uber Cuts 23% of HR
27:48 Robotaxis Are Back: Uber’s Autonomous Driving Bet
29:50 Revolut Hits $115B
31:29 Founder Fundraising Horror Stories & VC Grudges
39:47 Lovable & Cursor’s Explosive Growth: The New Startup Playbook
50:59 Did Elon Pull Off the Acquisition of the Year With...