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 Valar Atomics vs Day One Ventures: Is Pro Rata Broken? 07:07 Should Seed Investors Give Up Their Pro Rata Rights? 15:14 Meta Returns to the AI Frontier With Muse Wonder 18:53 Could Meta Have a Monster AI Product on Its Hands? 20:31 NVIDIA Eyes a $30BN Deal for Reflection 24:35 Does NVIDIA’s AI Push Make Thinking Machines Less Attractive? 26:45 Investment Committee: Jev Raises $870M at a $7.5BN Valuation 29:03 How Jev Could Become a $50BN+ Company 33:38 42 New Decacorns in 2026: Are We in an AI Bubble? 39:01 Isomorphic Labs Eyes a $40–50BN Valuation 42:27 Why AI Drug...