Navan Files to Go Public and Canva Pulls the Brakes: Why and What Happens?
49Rory 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
00:58 The Meta Acquisition Bombshell: Nat Friedman & Daniel Gross Join Facebook?!
09:33 Facebook’s $100 Billion Gamble: Can Zuck Buy the Future?
13:51 Is Loyalty Dead in Silicon Valley? The Great Talent Exodus
16:48 Harvey’s $5 Billion Valuation: Genius or Bubble?
22:08 The AI Gold Rush: Can Software Really Eat Human Labor?
25:19 The B2B Unicorn Dilemma: Are There Enough $100B Companies?
35:43 IPO Mania: Why Navan, Canva, and Circle Are Shaking Up the Markets
39:32 Meme Stocks & Market Madness: The Circle Rollercoaster
46:34 Canva’s Billion-Dollar Question: Why Stay Private?
49:56 Larry Ellison’s Power Play: How to Buy Back Your Own Empire
53:59 The Sales Tech Revolution: Why “Cheating” Tools Are the Next Big Thing
01:01:41 Slack Lockdown: Is B2B Software About to Get Ugly?
01:07:16 Kalshi Quick-Fire Round
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