Meta's Muse Hits No. 1. ChatGPT Finally Has a Rival | Menlo Sounds the AI Bubble Alarm | Factory Triples Its Valuation to $5 Billion | Keith Rabois vs Airwallex

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:

• Anthropic's $2 Trillion IPO Delayed. Cracks in the AI Boom?

• OpenAI Faces $278 Billion Cash Burn. Out of Money by 2028?

• Meta's Muse Hits No. 1. ChatGPT Finally Has a Rival?

• Amazon Blocks AI Shopping Agents. Shopify Welcomes Them.

• ChatGPT Inventor Launches Jev. Vercel's Fastest Launch Ever.

• A $40 Million Seed Round. Is Traditional Seed Investing Dead?

• Menlo Sounds the AI Bubble Alarm. Harry Calls BS.

• Factory Triples Its Valuation to $5 Billion. Coding Is the Mother Lode.

• Legora Hits $200 Million ARR. Is $11 Billion Too Rich?

• Crusoe's $3.9 Billion Round. Is the Data Centre Trade Overheating?

• Keith Rabois vs Airwallex. Fintech's Feud Escalates.

• Sydney Sweeney for Airwallex? Lemkin's Wild PR Plan.