SpaceX Buys Cursor for $60BN | Stripe's $8BN OpenRouter Bet | Anthropic's First Profit & The Math Behind Reaching $600BN in Revenue? | Lovable and Higgsfield Raise Mega Rounds

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:

• Elon's Deal of the Decade: SpaceX Buys Cursor for $60BN

• Why Cursor Was Surprisingly Cheap at $60BN

• Why Zuckerberg Failed to Buy the AI Prize Elon Secured

• Elon vs Zuck: Who Would You Rather Work For?

• Will Microsoft or Amazon Now Race to Buy Cognition?

• Stripe's $7BN OpenRouter Deal Creates Huge VC Winners

• OpenRouter's Fatal Risk: Enterprises Don't Want 10 Models

• Anthropic Turns Its First Profit on $11.5BN of Quarterly Revenue

• Can Anthropic Really Reach $600BN in Revenue?

• Why Every Elite Engineer Could Soon Get $100K in AI Tokens

• Would Rory Buy Anthropic at a $2.5TN Valuation?

• Silver Lake's $43BN Workday Bet: SaaS Isn't Dead, It's Mature

• How Silver Lake Could Make $30BN From Workday

• Lovable vs Higgsfield: Similar Revenue, Radically Different Valuations

• Is Lovable's $13.3BN Price Actually Cheap?

• Why the DOJ Is Coming After Andreessen Horowitz

• Why a16z Has "50 Legal Battles" Happening at Once