How LP Deployment to Venture Will Change in 2025 & Are Endowment Funds in Trouble?

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.

Rory 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.

In Today’s Show We Discuss: 

• Breaking Down the $3BN Windsurf Acquisition

• Why Sam Altman is Playing a Master Game

• Why Multi-Stage Funds are Destroying Seed Managers

• Are Endowment Funds F******

• What Would Rory Do If He Was CFO of an Ivy League Endowment Fund

• The Denominator Effect and It’s Impact on Venture Allocations

• Why Revenue Multiple is BS & What You Need to Know

• The Rise of AI Rollup Plays & Are They Good Businesses

• Competitive Markets: How to Make Money in Them?

• Why If You Can Guarantee 5x, You Should Always Do the Deal

• Is SF The Only Place to Be Building Today