NVIDIA Bonanza: Buys Poolside & Invests in Mercor and Perplexity | Anthropic's $30TRN Revenue Assumption & OpenAI Confirms IPO

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:

• NVIDIA Launches a Three-Deal Blitz Across the AI Stack

• NVIDIA's $12BN Poolside Deal Exposes Frontier AI's Capital Wall

• NVIDIA Moves to Back Mercor at $20BN and Perplexity at $30BN

• OpenAI Confirms 2027 IPO as Anthropic Seizes the Lead

• Hugging Face Draws $13BN Takeover Interest as Open Models Boom

• Citadel Cashes Out 80% of Its Leopold Aschenbrenner AI Trade

• AI Boom Is "Less Than One-Third Over"—But Token Addiction Has a Price

• Stripe Reaccelerates to 41% as AI Reshapes Software's Leaderboard

• Instinct Security Scare Exposes Why AI Agents Still Cannot Be Trusted

• VCs Name AI's Biggest Bubbles: Support, Defense, Humanoids and Roll-Ups