Anthropic Raises $30BN at $380BN Valuation | Thrive Raises New $10BN Fund | OpenAI Buys OpenClaw | Stripe Raises at $140BN: Is Adyen Wildly Undervalued?

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 $30B Raise at $380B

• Why SaaS Stocks Keep Getting Crushed

• Wall Street's New Religion: AI Replaces Headcount

• The Bear Case for Shopify: What Could Go Wrong?

• Replit and Lovable are Proof Figma Missed Out: Figma; Buy or Sell?

• Stripe Raises at $140BN: Is Stripe Wildly Overvalued or Adyen Undervalued?

• OpenAI Buys OpenClaw

• Thrive's $10B Growth Fund

• Arif Janmohamed Leaves Lightspeed for New Firm

• Workday's Founder Returns as CEO: Will it Work?

• Which Founder Returns Next: HubSpot, Twilio, Gitlab?

• Is Monday.com a Screaming Buy?

• Jason and Harry Bet $200,000