Sequoia's Leadership Change & Michael Burry Shorts NVIDIA and Palantir

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:

• Sequoia's Leadership Transition

• Michael Burry's Big Short on Nvidia and Palantir

• Gamma Raises $100M at a $2BN Valuation

• Does Defensibility Exist Today When Copying is Easy

• Should All Funds Be Way More Diversified

• How to Run a Fundraising Process & What Not To Do

• Datadog Surges 20% and Duolingo Crashes: What Happened