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 01:09 Google Loses Two Generational Scientists in 48 Hours to Anthropic 13:28 Why Being #3 in AI Is the Most Dangerous Position 18:00 DeepSeek's $7.4B Series A at a $50B Valuation: Is China Winning? 29:00 Wall St’s $725B AI Question: Who's Actually Going to Pay for AI? 49:09 Gross Margin Is Now the New Growth 53:00 Menlo Ventures Raises $3B: Why Not More After the Anthropic Win? 1:04:30 Accenture Plummets 19%: Why AI Is Destroying the Consulting Business 1:12:22 Work From Home Is White Collar Fraud 1:18:10 OpenAI Launches the Jalapeño Chip 1:19:07 Open Source Is Hollowing...