Anthropic Unveils Mythos | SpaceX's Financials Leaked: Is it Worth $2TRN | Meta Debuts Muse Spark: Are They Back in the AI Race

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 Unveils Mythos: The Model "Too Good at Hacking" to Release

• Why Mythos is a Quantum Leap in Cyber Risk

• The "Boy Who Cried Wolf": Jason's Critique of Dario Amodei

• The Oppenheimer Moment: Are Founders Using Doom as a Marketing Tool?

• Amazon's $20B Secret: Is NVIDIA's Chip Stranglehold Finally Loosening?

• Claude vs. Lovable & Replit: Anthropic Moves into App Building

• The 60% Death Spiral: Why Public SaaS Stocks are Entering a Doom Loop

• Meta Debuts Muse Spark: Alex Wang's First Model from Super Intelligence Labs

• OpenAI's $50B Ad Vision: The Plan to Monetize Intelligence

• Token Maxing: How CIOs are Reclaiming Control Over AI Budgets

• SpaceX's Leaked Financials: The Math Behind the $2 Trillion IPO

• Thoma Bravo Shuts Growth Equity

• Who IPOs First; OpenAI or Anthropic?