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 01:07 SpaceX's $60B Takeover of Cursor 08:04 Why Zuck Didn't Buy Cursor 14:10 Microsoft Is the Real Loser in the Cursor Deal 19:52 Stripe's $7BN OpenRouter Deal Creates Huge VC Winners 26:42 Anthropic Turns Its First Profit on $11.5B Revenue 30:35 The $100K Per Engineer Token Budget 38:36 Anthropic vs OpenAI IPO Race: Who Benefits From Going First? 48:22 Silver Lake's $43B Workday Take-Private 57:00 Higgsfield at $5.5B and Lovable at $13.3B ---------------------------------------------------------------------------------------------- Subscribe on Spotify: open.s...