Will SpaceX IPO at $1.5TRN? Will Cursor Kill Figma? Lightspeed Raises $9BN & OpenAI: $1BN from Disney

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:

• Lightspeed's $9 Billion Fundraise

• The Impact of Mega Funds on Seed VCs

• The Supercycle of Growth and Late-Stage Investments

• Disney Invests $1BN into OpenAI and What It Means

• Oracle Hit Hard: Is Now the Time to Buy

• Broadcom's Market Cap Drop and Anthropic's AI Chip Orders

• Cursor Competes with Figma: The Convergence of Design and Coding Tools

• The Biggest Danger for Incumbents: Being Maimed by AI

• Boom Supersonic Raising $300M to… Power Data Centres… WTF

• Will SpaceX IPO at $1.5TRN and The Elon Option Value