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 00:58 - The AI Assistant Race: Instinct, Grok Bot and Meta 05:40 - Why Distribution Could Decide the AI Assistant Winner 07:27 - Is Instinct Investable at a Multi-Billion Dollar Valuation? 11:05 - Jensen Huang Says AGI Has Arrived 13:05 - Could Legal AI Become as Big as Coding AI? 25:09 - GPT Astra vs Fable 5.1: Has the Model Race Stepped Up Again? 30:13 - Should Frontier Labs Be Forced to Slow Down? 33:20 - Why AI Agents Could Create a Cybersecurity Crisis 41:32 - Tesla Cybercabs vs Waymo and the Future of Robotaxis 47:37 - Are VC Conflicts Back? Index, Instinct and Town...