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 01:25 Canva Cuts 2026 Growth by a Third — Is the No-Code Era Over? 08:26 Figma vs Canva — Who Is More Exposed to AI? 14:12 The Fortnite-ification of Software: ChatGPT Bundling Kills Standalone Tools 17:26 Companies That Hesitated in 2023–24 Will Pay the Bill in 2026–27 20:50 Which Pre-AI Companies Have Successfully Caught the Wave? 34:03 Jeff Dean & Demis Hassabis Leave Google 44:19 Why Anthropic Kept Its Best AI Talent While Google Couldn't 46:59 The God Tier Compensation Problem: Three Pay Bands Now Exist in Tech 56:13 Elon Musk's $55BN Terrafab Bet to Break Free from T...