Navan IPO: Winners, Losers and Is a $4.5BN Exit Enough in VC Today? & Harvey Raises $150M at $8BN Price

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:

• Navan's IPO: Winners, Losers and 20% Crater

• Harvey Raises $150M at an $8BN Valuation

• Was Sam Altman Wrong to Snap at Brad Gerstner

• Why Google is a Buy and Amazon is a Short

• Meta Down 10%, Buy or Sell?

• If You Have Not Accelerated with AI, You Are Dead

• Why Now is the Best Time for Series A and Worst for Seed