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 02:13 - Apple vs OpenAI: The Lawsuit That Could Change AI 08:00 - Is OpenAI's Hardware Dream Already Dead? 11:03 - Zuckerberg Returns to X to Take on OpenAI 16:57 - The AI Pricing War Is Just Beginning 19:17 - AI Is Burning Through Token Budgets 23:49 - Will AI Replace Designers and Figma? 30:50 - The Hidden Cost of AI for Every Business 36:35 - The $26.5 Billion AI Chip IPO Explained 41:22 - Has Venture Capital Changed Forever? 47:50 - Why the AI Secondary Market Is Booming 58:09 - Why AI Startups Are Worth Billions So Quickly 01:05:41 - Can Big Tech Keep Spending at T...