Canva Slashes Growth: How Much is it Really Worth | Demis Hassabis and Jeff Dean: Talent Exodus at Google | Revolut's $50BN CEO Pay Package | Elon Musk's $55BN Terrafab

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:

• Canva's Growth Gets Slashed as AI Costs Explode

• The Great Software Reset: Why 2026 Will Punish AI Hesitancy

• Canva's Valuation Reality Check and the LP Liquidity Trap

• Google's AI Brain Drain: Jeff Dean Leaves, Demis Steps Back

• Why Google Can't Afford to Cure Alzheimer's

• The Data-Centre Revolt: Can AI Survive the Political Backlash?

• Elon Musk's $55BN Terrafab Bet to Break Free from TSMC

• Revolut's $50BN CEO Pay Package, and the Return of Founder Control

• AI Shopping, Atlassian's Revival, and Airtable's Brutal Sale Reality