OpenAI & SpaceX S1 Drops | NVIDIA's $81BN Revenue Quarter | Cloudlfare and ClickUp Do Controversial Layoffs

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:

• Nvidia Blowout Quarter: $81BN Revenues and Stock… Flat!

• Uber and Microsoft Declare Productivity Gains Questionable from AI

• The Layoffs Continue: ClickUp and Cloudflare

• OpenAI S-1: Is it a Race? How Will it be Received?

• Do Anthropic Rush Out Their IPO Also?

• SpaceX S-1: "Why I Would Never Invest"

• Why Colossus is a Stroke of Genius By Elon

• Data Centers In Space is BS and Will Not Be Core to SpaceX

• Polsia Raises $30M at $250M Price: Is this the Peak?

• Exa Raises at $2.2BN to Build Search for Agents

• Is Replacing Your CRM with Vibe Coding Always Ragebait