Thinking Machines Co-Founder Joins Meta for $3.5BN, Industry Venture's $665M Acquisition

Roger Ehrenberg is a leading seed investor, founder of IA Ventures, and now runs Game Changers Ventures, a $100M fund investing at the intersection of sports, media, entertainment & technology.

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:

• Pre-Show Chat: Rory Is So Old He Worked with Arthur Rock!!!

• Goldman Sachs Acquires Industry Ventures for $665M

• Thinking Machines Co-Founder Raises $2BN and Then Leaves for Meta

• SoftBank Goes for $5BN Leverage Against ARM Stock To Buy More OpenAI

• More Data Centres Than Offices: Are We In a Bubble

• Where is the Alpha in Venture in 2025

• What 90% of Managers Get Wrong About Portfolio Management