The product of the year is quad 35 or 37. Without this, we have no vibe coding. Without this, we have no lovable, no replet, no cursor that really works, no gamma, none of these products, many of which existed for years, did not work until they worked with Claude 35 at the end of last year, but they didn't real this year.And four changed our lives. And you may use the outputs, you may use agent force, you may use cursor, which is still 90% powered by enthropy. You may use gamma or replet or again lovable.Th ...

You got to hand it to a lad Gil being good enough to be able to raise a $3 billion solo fund. I mean you two guys have solo funds and you know to be good enough in terms of your returns to be able to raise that size of fund as a solo GP and I would say also to have going back to the word that we clearly love in 2025 a perception of taste and style such that you become a preferred investor. You got to hand it to the. ...

I think we see four IPOs backloaded next year. SpaceX goes out first. Canva comes out of nowhere second.Data Bricks does it in the back half of the year because it's just time. Anthropic does it at the end of the year. Open AAI probably should have gone first, but it's burning too much.There's no ceiling on venture, which changes all the math and calculations. We haven't missed the boat because what agents can do, we just started. If unemployment ratches up even two or three points, regardless of the reason ...

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 01:23 Founder of the Year 2025 08:33 Fund of the Year 21:27 Breakout Companies of 2025: Who Ma ...

150 pitches from YC companies. I backed 13. Here are the three that stood out.Number one, Toriel. Toriel is on a mission to end mosquito misery. Not with chemicals, not with candles, with something far more satisfying.Drones. I know that's not what you were expecting. So, how do these drones work.Well, each drone is covered in microphones and ultrasonic parking sensors that are emitters. [music] And once they detect mosquitoes wing frequency, the AI locks on and intercepts the mosquitoes. Now, if this all w ...

Which competitive brand do you think is most overrated. >> Adidas. Huh.Why. >> They're going too fast. They're doing a great job in running and I massively appreciate what team have built.I would just love that they would with all the heritage they have in their backpacks and all the cultural relevances and even in basketball if they would just go slightly slower and just not try to recreate samba waves. look at stuff. They do an amazing job in so many places, but they're already always on to the next.Just ...

I personally love that bipolarity. You probably also have a MacBook Pro in front of you and you have absolutely no clue of the power the machine actually has and could be used for. Aspiration is one, but it's good to have great product even though you don't use it at its full extent.I don't see any negative to that. Anyone should go and get the greatest cashmere out there if they fancy Kashmir. They probably don't need it to stay warm. ...

Tick, tick, insert $9 billion. >> All these leaders not IPOing is the greatest gift of venture in our lifetimes. It's playing the growth super cycle bet today.That's the winning play. >> There is nothing as terrifying as a high growth bet that slows down. This is the epicenter of the enterprise AI revolution right now.You got to make yourself cool cuz 30% growth. That's what's cool. I love it.What I realized is you have to factor in what I'm now going to refer to as the EOV, the Elon option value. You can't ...

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 01:19 Lightspeed's $9 Billion Fundraise 06:20 The Impact of Mega Funds on Seed VCs 11:28 The S ...

The biggest one was our original investment in Whimo. So we invested in early 2020. We were the only VC fund that invested in Whimo and it was extraordinary.I mean the product was magic even at the time. We did demo rides. This is obviously well before they were everywhere on the road.It could drive smoother than a human. They could do unprotected laughs. They could avoid construction sites.They they could do all these like really special things that you wouldn't think that an autonomous car could do. But a ...