Jensen's Open-Weights Letter | Travis Kalanick Raises $1.7B for Atoms | Google Cloud Grows 82% But The Market Tanks | Francisco Partners Raises $21BN | Etched Raises $300M to Take on Nvidia

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:

• Jensen's Open-Weights Letter Puts Anthropic on an Island

• OpenAI's Model Targets Hugging Face in a Cyber-Security Scare

• America's Open-Model Push Accelerates as China Looms Large

• Etched Raises $300M to Take on Nvidia 34:00 Google Cloud Grows 82%—So Why Did the Market Panic?

• Travis Kalanick Raises $1.7B for Atoms and Physical AI

• Francisco Partners Raises $21B: Can Private Equity Still Save SaaS?

• Mark Pincus Says Quit When It's Too Hard—Jason Lemkin Erupts

• Stripe vs Revolut: Which $100B+ Fintech Would You Own?