Deepseek Raises $50BN | Wall St's $725BN AI Question | The Rise of Open Source & How it Threatens OpenAI & Anthropic | OpenAI Builds it's Own Chip: Jalapeno

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:

• Google Loses Two AI Legends as Anthropic Wins the Talent War

• China's $50B DeepSeek Bet Changes the AI Power Balance

• AI's Memory Crisis Has Begun — Apple Warns of a '100-Year Flood'

• Wall Street Finally Asks the $725 Billion Question: Who Pays for AI?

• We Built an AI Finance VP... and It's Better Than Humans

• The Death of Moats? Why Founders Should Stop Talking About Defensibility

• Databricks, ServiceNow & the New AI Software Winners

• The Seat-Based SaaS Model Is Dying

• OpenAI's Custom Models Could Rewrite Enterprise Software

• OpenAI's Biggest Threat Isn't Anthropic Anymore