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 01:06 - NVIDIA Crushes Another Quarter 07:36 - Why NVIDIA Wants to Buy Hugging Face 10:44 - Why OpenAI Cut Off Cursor 15:29 - AI Agents and the New Cybersecurity Risk 21:54 - Should You Trust AI Agents With Your Credit Card and Email? 37:08 - Cognition at $46BN: Did We Underestimate Coding TAM? 41:33 - Does Every Startup Have to Become a Compound Company? 47:47 - Are European Startups Underfunded for the AI Race? 50:53 - Are VCs Really Kingmaking AI Winners? 55:03 - Can Salesforce Survive the AI Transition? 01:06:22 - Why Clay Could Be Cheap at $7BN 01:12:46 - The Bull Ca...