Anthropic's $6BN Revenue Month | OpenAI Kills Sora & Hits $100M ARR on Ads | Oura Going Public & Whoop Raises at $10BN

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 Monster Month: 6 Billion in February Revenue

• The "Claude Mythos" Leak: 10 Trillion Parameters

• OpenAI Kills "Sora": A Massive Strategic Own Goal?

• OpenAI Hits $100M in Ads: Why OpenAI Must Make Ads Work

• Masa Son's $40BN Bridge Loan: Investing More Into OpenAI

• Cybersecurity Stocks Tank: Is the Anthropic Panic Justified?

• The Golden Age of Cyber: Why AI Agents are a "Golden Goose" for Security

• Gross vs. Net: The Truth Behind AI Revenue Accounting

• The "Vibe Coding" Era: Reselling Tokens and Triple-Counting ARR

• Oura Going Public & Whoop Raises $500M at $10BN Valuation

• Epic Games Layoffs: The Reality of the Attention Economy

• The Manus Scandal: Founders Trapped in China After Meta Deal

• The Billionaire Tax: Why the Golden Geese are Leaving California

• Do VCs Actually Add Value? The Ron Conway vs. Matthew Prince Spat