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 01:10 Washington Lifts the Claude Fable Five Ban 03:58 OpenAI Offers the US Government a 5% Stake 13:18 Why This Could Invite Much More Than 5% Government Control 22:14 DeepSeek Building Its Own Chip & Anthropic Talking to Samsung 36:22 Meta Launches Cloud Business — Plan B or Masterstroke? 42:55 Nvidia's "Compute Now, Pay Later" Scheme 50:32 Kling Raises $2.8B at $18B — Why Did Sora Fail Where Kling Didn't? 57:46 Open Source Plateau: Are Cheaper Models Actually Delivering Results? 1:07:16 Microsoft & Amazon Embed Engineers in Enterprise 1:17:04 Ashton Kutcher Leaves Soun...