Daniel Gross and Nat Friedman: Acquired by Meta | Microsoft Layoff 9000 People | OpenAI's Bombshell
121Rory 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
01:08 Daniel Gross & Nat Friedman: Why Two Legendary VCs Walked Away From $1B to Join Meta
08:07 Meta’s AI Talent Magnet: Will It Actually Work?
15:38 Cursor Is Breaking the Market: Can Anyone Compete?
18:58 OpenAI’s SBC Bombshell: More Stock Comp Than Revenue
23:40 CoreWeave’s Power Play: Buying Their Landlords
27:50 Is Circle Next to Go Shopping with Meme Equity?
30:25 PE Is Back: The Olo Take-Private Explained
37:02 Why Triple, Triple, Double, Double Is No Longer Sexy
47:47 QSBS Hack: The Billionaire’s Tax Loophole You’re Missing
53:02 Microsoft’s AI Layoffs: Salespeople Are Dead, Long Live Engineers
55:54 “If You Need a Week to Learn AI, You Should Be Fired”
59:06 Kalshi Quick-Fire Round
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