Mag7 Earnings: Google & Amazon Win - Meta and Microsoft Falter | Anthropic's $50BN Raise & What it Means for a Potential IPO | Atlassian, Twilio and Five9 Beat: The SaaS Apocalypse Over?

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:

• Mag Seven Earnings: The "Super Bowl" of Tech Results

• Google's Cloud Explosion & The AI Search "Disruption" That Never Came

• Microsoft's $190B Bet: Is AI the Only Thing Keeping Growth Flat?

• Meta's $150B Future Bet vs. Wall Street's Need for Spreadsheets

• Palantir's Home Run: Why Big Companies Spend Big Money on AI

• Apple's Quiet Consistency & The Stealth Inflation of Memory Chips

• The SaaS Apocalypse Over? Atlassian and Twilio Lead the Re-acceleration

• Anthropic's $50B Raise & The Math Behind Token vs. Salary Spend

• Sierra's $15B Valuation: Replacing the $400B Customer Service Labor Market

• Musk vs. Altman Trial: Statute of Limitations, Standing, & Private Diaries

• The End of Managers? Brian Armstrong & The Rise of the "Individual Contributor"