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 01:24 - Should Frontier AI Labs Be Forced to Slow Down? 06:04 - Is Anthropic Preparing Its Biggest IPO Risk Factor? 10:24 - What Happens if AI Becomes Impossible to Control? 17:46 - How “Pacing the Frontier” Could Hit AI Infrastructure 21:11 - Meta Enters the AI Assistant Race With Muse 27:21 - Can Standalone AI Assistants Beat Meta and OpenAI? 29:11 - Would You Invest in Instinct at $10BN? 32:08 - Why Meta Is the Biggest Threat to AI Assistant Startups 35:18 - Could Instinct Become a $50BN Acquisition? 42:16 - Miro Sells for $1.35BN After a $17.5BN Valuation 45:30 - Th...