Sam Altman Offers Trump 5% of OpenAI | Alex Karp Sounds the Alarm: Enterprises Fear Frontier Models & Questionable ROI of AI | The Rise of Chinese Open Source

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:

• Washington Just Put Frontier AI on a Leash

• Sam Altman's Wild 5% Government Stake Idea 19:00 The AI Funding Bubble: Why Founders No Longer Fear Dilution

• Alex Karp's Brutal Warning: Enterprises Don't Trust Frontier AI

• Meta's Shock Pivot: Has Zuck Accidentally Built the Next CoreWeave?

• Nvidia's Dangerous New Game: "Compute Now, Pay Later"

• Anthropic & DeepSeek Go After Nvidia's Crown

• Kling vs Sora: Did China Just Win AI Video?

• Is China Secretly Winning the Open Source AI War?

• Microsoft & Amazon's $6B Bet: AI Still Needs Humans

• Ashton Kutcher Walks Away From Sound Ventures

• The New Startup Talent War: No Liquidity, No Chance

• Final Thoughts: Who Wins the AI Endgame?