Benchmark vs a16z: Why Stage Specific Firms Win
114Rory 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.
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.
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In Today’s Episode We Discuss:
00:00 Intro
01:05 Analysis of $3 Billion Windsurf Acquisition
10:42 Will Mega Funds Win the Future of Venture Capital
17:32 Why Venture Has Become a Bundled Good
18:47 Does Every Fund Have to do Pre-Seed to Win Series A and B Today
23:30 Why Stage Specific Firms Will Win: a16z vs Benchmark
29:54 Why AI Will Create Massive Unemployment
32:34 The $100,000 Bet on the Future of Work
44:56 What Does Harvard Losing It’s For Profit Status Mean for Venture
48:54 Why AI is Maiming and Not Killing Growth Companies on the Path to IPO
52:39 Decagon Raises 100x ARR: The Breakdown
56:22 Why VCs Are Upside Junkies and What That Means Today
01:11:08 Olo Looking to Sell: What Happens When Public Companies Want to Sell
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