Anthropic Files S1 Ahead of $2TRN IPO | Instinct's Rumoured $30 Billion Fundraise | Microsoft Laysoff 27,000 While Meta Taps Equity Markets for $95 Billion Capex Spending Spree

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 Files S-1 Ahead of $2TRN IPO

• Microsoft Offers Buyouts to 60,000 Employees

• Zuckerberg Taps Equity Markets for $95 Billion AI Spending Spree

• DeepSeek Raises $15 Billion as Chinese AI Faces US Backlash

• OpenAI and Wiz Uncover Decade-Old Security Flaws

• Instinct's Rumoured $30 Billion Valuation Divides the Panel

• Invest Committee: Put 20% of the Fund Into OpenAI at $1.25 Trillion

• Palmer Luckey's War Dog Startup Hits $1.5 Billion Valuation

• Zuckerberg Threatens California Exit Over Billionaire Tax