Why Apple Needs a Management Overhaul & Why Google is Catching Up with Hyperscalers
161Rory 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
00:50 Why Benchmark Is Bleeding Partners (and Why That’s the New Normal)
04:52 “I Wouldn’t Leave Benchmark… Unless I Had THIS” Jason on Brand vs Autonomy
08:13 The Unstoppable Force of Elad Gil & The Myth of LP Discipline
28:38 Is Vibe Coding the New SaaS? Jason’s $10K/Month Spend Reveal
38:20 Will Microsoft, Google, or Amazon Win the AI Infra War?
40:29 Is GitHub Copilot the Biggest Miss in Microsoft’s History?
50:07 Are Big Tech Incumbents Now Too Powerful to Fail?
53:23 Apple’s AI Problem: Is It Time for a Management Overhaul?
58:59 Zuck’s Talent Siege: How Much Is Enough?
01:04:49 Figma’s IPO: $30B Return, Zero Hype. What Happened?
01:15:22 Kalshi Quick-Fire Round
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