Thrive & OpenAI Partnership, Eventbrite Acquired for $500M & Databricks Raising $5BN at $134BN Valuation: Cheap or Not?

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:

• Thrive and OpenAI Partnership

• Databricks Raising $5BN at $134BN Valuation: Cheap or Not?

• Eventbrite Acquired by Bending Spoons for $500M

• Pagerduty's $1BN Market Cap, Just 2x Revenue

• The TAM Trap: Why SaaS Is Like Japan

• Lessons from Companies Hitting $100M ARR

• The Future of Labour Markets is F******

• The Importance of Compounding in Investments

• The Relevance Game in Venture Capital

• Supabase at $5BN or Lovable at $6BN: Which One?