OpenAI and Anthropic Threatened by Kimi? | Should the US Ban Chinese Open-Source Models | Stripe Buying Paypal

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:

• China's Kimi and Qwen Put Frontier AI on Notice

• Washington Debates Whether Chinese AI Models Should Be Banned

• Can America Build a Profitable Open-Weight AI Champion?

• OpenRouter's Moment: Is This the Perfect Time to Sell?

• Fireworks' $1.5B Raise Signals the Real AI Money Is in Infrastructure

• Why Every Great AI App May Need to Build Its Own Model

• Stripe's Bold Play to Buy PayPal

• The AI Funding Frenzy: Why Late-Stage Venture Is Winning

• Nuclear Startups Go Wild While Databricks and Stripe Stay Private

• The AI Supply Chain War: TSMC, ASML, DRAM, and Nvidia's Next Move