Anthropic Raises $30BN from Microsoft and NVIDIA & NVIDIA Core Business Threatened by TPU

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:

• Anthropic's $30BN Investment from Microsoft and NVIDIA

• Google vs. OpenAI: Sam Altman's "War Mode" Memo

• NVIDIA's Customer Concentration: Bull or Bear

• Is "War Mode" BS: Does Hyper-Aggressive Ever Work?

• Sierra Hits $100M ARR: Justify $10BN Price?

• Implementation is the Biggest Barrier to Enterprise AI Growth

• Is LLM Search Optimisation (GEO) Selling Snake Oil? What AI is a Fraud vs Real?

• Figma Market Cap: Is the IPO Market F****** for 2026