Are Burn Multiples BS in an AI World? & Sam Altman Needs $1TRN of Energy

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 Episode We Discuss:

• Understanding Burn Multiples and Capital Efficiency in an AI World

• What Metrics Founders Need to Focus on in a World of AI

• The Role of Kingmakers in Venture Capital: Harvey, Abridge, Profound

• Klarna, Figma, Stubhub, all Down: Are Public Markets Turning?

• OpenAI Needs the Same Energy as Japan… WTF!

• How Can We Fund the $1TRN Sam Altman Needs for Energy

• FiveTran and DBT: Is the Wave of Consolidation About to Begin?

• Does Private Equity Need to Change in a World of AI

• Political Expression and Corporate Responsibility