Anthropic Wipes Billions Off Markets | Citrini Research Breakdown: Agents, Ghost GDP, Consumer Spend | Figma Earnings Beat

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 Security Product Wipes Billions Off Public Markets

• Do Agents Turn SaaS Incumbents into Valueless Databases

• Anthropic Secondary Sale Makes Hundreds Decamillionaires

• Citrini Research Piece: Everything You Need To Know

• Will DoorDash Be Replaced by Agents

• Why No Public Company Has Created a Good Agent Product

• Will "Ghost GDP" Soften Consumer Spending Power

• Is Tech Private Equity and Thoma Bravo F***** in this Market

• OpenAI Massively Increases Spending Plans: Analysis

• Figma Fights Back: Earnings Through the Roof

• Momentum Versus Value: Four Public Stocks to Buy

• Jack Altman Joins Benchmark Capital