Why You Need a $1BN Fund To Do Series A Today | OpenAI vs Anthropic | SpaceX at $2TRN and Data Centers in Space

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 vs. OpenAI: Who Is Actually Winning the Enterprise War?

• SpaceX at $2 Trillion: Elon's Insane Plan to Build Data Centers in Space

• Jeff Bezos' $100 Billion Fund: The End of "Doing It the Hard Way"

• The $20 Billion "Acqui-hire": The Groq Deal Broken Down

• Figma's Death Spiral? Why the Markets Are Terrified of AI Disruption

• The Broken VC Math: Why You Need $1BN To Do Series A

• Win or Die: The Terrifying Reality of the Unicorn "Dead Zone"