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 01:38 SpaceX's $800 Billion Valuation: A Deep Dive 08:48 IPO Market Predictions for 2026 19:03 ...

You are 200 times more likely to get into Harvard University than you are get a job at 11 Labs. So 11 Labs had 180,000 people applying for jobs in just the first six months of this year. So just 0.018% 0.18% of people who apply at 11 Labs actually get a. ...

Prediction Market Focus - The company is considering prediction markets related to the evolution of geopolitical conflicts due to their potential utility [1] - The company avoids markets where its payment is contingent on negative outcomes [1] Risk Management - The company aims to maintain orthogonal markets, ensuring neutrality [1]

Market Trends & Valuations - SpaceX is pursuing an $800 billion valuation through a secondary sale, indicating strong investor confidence [1] - Wealthfront completed its IPO, raising $255 million at a $2 billion valuation, sparking debate about consumer fintech valuations [5] - Airwalks raised $330 million at an $8 billion valuation, achieving over $1 billion in ARR [6] - Harvey AI raised $160 million at an $8 billion valuation, marking its third round this year with $150 million in ARR and 300% growth [6] Mergers & Acquisitions - Netflix is reportedly acquiring Warner Brothers for $82.7 billion, potentially consolidating content power [2] - Stripe acquired Metronome for $1 billion, doubling Metronome's latest valuation [7] AI & Technology - Salesforce's AI attached revenue, now with Agent Force, exceeds $500 million in ARR [3] - Meta is considering cutting 30% of its metaverse budget, signaling a strategic shift towards AI after cumulative losses of over $7 billion since 2020 [4] - Yan LeCun, an AI pioneer, has left Meta to start a new company in the foundation model space [7]

He's kind of the antithesis of what you would usually imagine a VC to be which is like PCs love to make strong simplistic statements. You know, you tweet something like the way to win is like have a great team and like Alfred's answer to everything is this sort of very nuanced in the gray uninteresting uninspiring answer but it tends to be the right answer and most investors like simple kind of like structures and frames like oh you know the margins not going to get compressed so the business is not going t ...

I was too product driven for too long. I was always like, we got to build the product and make it absolutely perfect and grow really fast organically and then we basically do more marketing and build a brand. And I actually think if I were doing it again, I would really be thinking about building both together.Your product's never going to be perfect, right. Like it evolves and it shifts and it improves over time. And the brand, you have to learn it.It's a muscle, right. The growth and marketing and brand i ...

kind of what happened with Koshi in the election was a bit of a Chad GPT moment for our industry. Koshi is one of the fastest growing companies on the planet. In the last week, they announced their $1 billion raise and an 11 billion valuation.Today joins me for his only interview following these announcements. [music] >> An industry truly becomes an industry when there's a rivalry. Without Poly Market, we wouldn't have pushed our marketing and pushed our product as hard.>> Did you ever cross paths with SPF. ...

Would you ever let your product be released if 30% of it was me. Can you imagine if Sam Orman came out and said 30% of GPTs. Nah, but 70 is pretty good.No, you don't ship it. And so it's the same for why we don't release 30%. And it's the same for why we cut so heavily.I value your attention so much and I fear churn so much that I want every sentence to be valuable which is why I will make sure that we construct shows in a way that you get the first nugget of wisdom within the first 3 to 5 minutes that we t ...

Do you remember HQ Trivia. >> Dude, do I remember HQ Trivia. I'm not that young.Yeah, I absolutely do. This >> Each of these is a German word for a hot dog. >> I worked on a clone of HQ Trivia as my first project at Bending Spoons when I joined.It went hyper viral in Italy. We did 2 million registered users in Italy only. Italy is 60 million people in total.So, one in 30 people used to play that game. >> Wow. >> We literally launched as a beta test with friends and family.I remember literally telling people ...

You can think of bending spoons as a horizontal platform to which we plug individual products. So the platform is basically everything that you don't need to have at the product level. Let's make an example talent and recruiting or accounting, finance, legal.But not only that, also deep technological teams that power like data pipelines, monetization libraries, stuff that can be adopted by each product. This way you don't need an Evernote recruiting team. You don't need a commute monetization technology tea ...