The Pro-Rata Battle: Valar Atomics Sues Day One Ventures | Meta Returns to the AI Frontier With Muse Wonder | NVIDIA Eyes $30B Reflection Deal & Jev Raises $870M at a $7.5B Valuation

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:

• Valar Atomics Sues Seed Investor Day One Ventures Over Pro Rata

• Meta Returns to the AI Frontier With Muse Wonder

• NVIDIA Eyes $30B Reflection Deal as Amazon Circles Decart

• Jev Raises $870M at a $7.5B Valuation

• 42 New Decacorns: The AI Boom Overtakes 2021's Record

• Isomorphic Labs Eyes $50B Valuation in New Funding Talks

• Anthropic Slashes Haiku Prices by 90% as AI Price War Intensifies

• Bending Spoons Slashes Airtable's Team: What Do Founders Owe Employees?

• Bumble to Go Private in $1.3B Deal: Can AI Transform Dating?

• The SaaSpocalypse Deepens: Why $500M ARR May No Longer Be Enough

• Flock Safety Cuts 270 Jobs Amid Privacy and Security Backlash