SpaceX Valued at $800BN & Harvey Raises $160M at an $8BN Price | Airwallex Raises $330M and The Battle with Keith Rabois

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:

• SpaceX's $800 Billion Valuation: A Deep Dive

• IPO Market Predictions for 2026

• Netflix's Bold Move: Acquiring Warner Brothers

• Tiger's New Fund Strategy

• Databricks' Head of AI $500 Million Seed Round

• Harvey Raises $160M at an $8BN Valuation

• Will LLMs Kill the App Layer

• Google's AI Capabilities

• Chinese Open Source Models in US Startups

• Airwallex Raises $330M at an $8BN Valuation

• Prediction Markets and Insider Trading