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 01:08 China's New Open Weight Models — Should the US Be Worried? 07:14 OpenAI's "AI Communism" Tweet Causes a Firestorm 13:45 Why Can't the US Build a Competitive Open Weight Model? 19:35 Open Router in Talks to Sell 31:27 Fireworks AI Raises at $17.5B 36:32 The Application Layer Still Hasn't Arrived 52:28 Stripe & Advent Bid to Take PayPal Private 1:04:18 Databricks at $188B: Private Companies Acting Public 1:18:34 Nuclear Energy: The Quiet Progress Nobody Talks About ---------------------------------------------------------------------------------------------- Subscri...