So important. Lesson number two, you have to continuously beat down the door. I emailed Mark Ben off from Salesforce 53 times.Every single Sunday over >> Why didn't he block you. >> I I would have blocked me. And so I emailed him 53 times.Every time I put a new PS with a personalization, PS, I hope the weather in X is nice. I knew you had a holiday home there. P.S. I hope that you're enjoying the Macallen 75. Uh, it's also my favorite.Every single time I would do it again and again and again and never stopp ...

It's like project. Okay. When you are doing one thing and you are doing it tremendously well, there is only one thing that you can be successful in. When you're doing 10 things, you can be amazingly well in three things.Let's say another three you are going to be okay. And in four, you're going to fail. In the math that I know, three is bigger than one.>> I'm a venture capitalist, but I would agree with that statement. ...

Competition can be played at a macro level where you think us versus them. But you can also do it at a lower level which is our marketing team wants to beat that marketing team or our engineers want to build a faster document upload time than that other team. So you compete on all these micro levels and you celebrate them like. ...

In a single day in 2025, in December, we added 7 million of ARR like one day in 24 hours. And that was more than what we did in 2023 and 2024 combined. And so NRR and logo retention, you know, it's up to 2026 to determine where those, you know, real numbers will be.>> So when we look at the numbers, the retention for a Harvey is it's 98% logo retention, 178% net revenue retention. Do you have as good numbers. >> So for both those numbers, yes.But. ...

Everything's going to get more expensive because as soon as we figure out how to do this stuff, we're going to burn even more tokens. We will actually burn an infinite amount of tokens if we can. It even happened to anthropic, right. It happened to everybody.And a lot of folks, especially folks that aren't quite growing it at the open evidence levels today, are thinking, "God, what am I going to do with these inference costs?" And I got to tell you, the idea that you can use cheap models and cut back on you ...

The bad feelings last for a day and the five billion lasts forever, right. So, you'll get over it, >> boys. It has been a big week of news.Anthropics inference costs skyrocket. Gra's $5 billion deal and a 12 billion open evidence round. At some point, Nvidia puts will be a great buy cuz every semiconductor cycle for the last 40 years has ended up in a massive downswing.I ain't buying them today. >> When we talk about is SAS dead or what's going on, I worry this is the next final act. I think it's the final ...

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 01:10 Brex Acquisition by Capital One for $5.15BN 09:06 Does Brex's Acquisition Help or Hurt R ...

Yeah, you know the one that I actually love, I use Whisper Flow all the time. I don't know if you've seen this now. I found it on Twitter and it's insane.Basically, you press a button, you speak your emails, and it perfectly dictates them. Like, it breaks it down into bullet points, into numbers. I've tweeted before, I don't know if you've seen this, but I've tweeted before that I get my phone nicked in London.London, by the way, is the best place ever. You feel so generous because every week I donate a pho ...

Five of the biggest bits of tech news this week. Capital One buys Brex for 5.15% billion. The internet didn't love it.The truth is latestage investors got at least a 1x back. Mickey Maler at Ribbit made a ton of money. Why combinator did very well.The real question is actually they bought it at 7x ARR. If they waited longer, they could have definitely got a higher price. That's an interesting question.Second on the agenda, the Tik Tok deal is finally done. It is over. US investors will now own 80% of the co ...

Everybody is still treating this as an extended pilot and an option on AI. It's like a call option. They're not doing five-year contracts. They're doing one to three year contracts.And in law firm time, you know, that's a blink. Many of these firms have been around for 200 years. So two years might be half of our lifetime, but for them it's it's a short. ...