rillion or Bust: The New VC Game | Coreweave Sell-Off Creates Panic | Town at $1B, Anduril at $90B: Revenue Multiples Out of Control | General Atlantic Eyes IPO & Modal Raises $750M at $15.75B

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:

• Billion-Dollar Bets or Nothing: Why VCs Are Rejecting Fast-Growing Startups

• CoreWeave Sell-Off Sparks Fears of Cracks in AI Boom

• Anthropic's IPO Valuation Could Fall From $2 TRN to $1.5 TRN

• Modal Raises $750M at a $15.75B Valuation as Inference Booms

• Town at $1B, Anduril at $90B: Have Startup Valuations Lost Touch?

• Berkshire Hathaway Doubles Down on Bending Spoons

• 37signals' Profit Machine Challenges the Venture Capital Model

• General Atlantic Eyes an IPO; Harvard's Endowment Hits $68B

• Elon's Flying Roadster and $10B SpaceX Share Giveaway