Apple Sues OpenAI | Zuckerberg Back on X and Challenging Codex and Claude Code | SK Hynix's $26BN IPO | Is Seed Investing Dead: Jason Calacanis Departs Seed for Growth | Greylock Raises New $1.5BN Fund

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:

• Apple SUES OpenAI: Did They Steal Apple's Biggest Secrets?

• Is OpenAI's $6BN Hardware Bet Already Dead?

• Zuckerberg Is Back: Meta Finally Takes On OpenAI

• The AI Spending Bubble Nobody Is Talking About

• Claude Is Coming for Designers, Product Managers & Figma

• Anthropic's $50BN Explosion: Have We Already Hit AI's TAM?

• The $26BN AI IPO Powering the Entire Industry

• Seed Investing Is Dead? Jason Calacanis Changes Strategy

• SaaS Is in Trouble: AI Is Accelerating Terminal Decay

• Why Greylock Said No to Billions of Extra Dollars