Dev Ittycheria is CEO of MongoDB, where he has led the company through its IPO and transformation into one of the world’s leading developer data platforms, with a market cap that has reached tens of billions of dollars. 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 01:17 OpenAI Nears a $70BN Run Rate 03:09 What Happens if Anthropic’s Q3 Numbers Disappoint? 05:34 OpenAI vs Anthropic: Has the Momentum Shifted? 08:27 OpenAI Raises at a $1.4TN Valuation 09:58 Factory vs Cognition: Did Chris Degnan Cross a Line? 18:19 Has Loyalty Changed in the AI Era? 22:35 The Vinod Khosla Tweet That Shocked the Panel 25:14 Reflection ...