OpenAI, SBF & Perplexity: What VCs Know That You Don’t
148Rory 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
01:04 Owner’s New $120M Round at $1BN
08:01 Why Series A is F****** Today
13:08 Could Tiger Global Be Saved by OpenAI and Scale
18:21 Why SBF is the Greatest Investor of the Last Decade
29:45 Why No Individuals Should Invest in Venture Funds
37:55 Why Microsoft Laying 3% of Their Workforce Off is not Enough
43:43 OpenAI’s New CEO: Non-Technical CEOs Running OpenAI
01:01:04 Why Big Funds are Investing in Perplexity
01:06:39 Why Clay Should Raise a Warchest and Go to War
01:15:34 The Impact of AI on Marketing and Sales
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