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 01:41 Jensen's First Ever Tweet: The Open Weights Manifesto 04:47 Why OpenAI Signed the Letter 10:27 Jason's Fable Agent Changed His Core Code Without Telling Him 14:51 Every Company Will Have an AI Security Breach in 24 Months 19:35 Etched Raises $300M: The Inference Chip Bet Against Nvidia 29:35 Travis Kalanick Is Back: $1.7B for Atoms 35:18 Google Accelerates Cloud to 82% But Prints Negative Free Cash Flow 39:10 Enterprise AI Budgets: 2026 Will Be the First Year of Real Clampdowns 48:45 Thoma Bravo's $21B Fund: Is the PE SaaS Playbook Already Dead? 57:30 ServiceNow vs ...