Anthropic's $10B Round, Klarna's IPO, Inside a16z's 72 Deal Seed Investment Machine ft. Marc Benioff

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.

Marc Benioff is the co-founder, Chair, and CEO of Salesforce (CRM), the cloud-software pioneer that popularized the SaaS model and leads global CRM. Under his leadership, Salesforce expanded through innovations like AppExchange and major acquisitions including Slack (WORK), Tableau (DATA), and MuleSoft (MULE), while Benioff remains a prominent philanthropist and co-owner of TIME.

In Today's Episode We Discuss:

• Marc Benioff vs Snowflake, Databricks & Palantir: Who Wins the Data Cloud War?

• Does Benioff Feel The Need to Buy AI Talent Like Zuck Is?

• What Salesforce has Learned From Palantir on Forward Deployed Engineers?

• Will SaaS apps disappear in an AI world? Why Satya is Chatting S***

• Are SDRs really screwed by AI… or just evolving?

• Benioff on Who Wins: OpenAI or Anthropic?

• Nat Friedman reports to Alex Wang: Genius move or career downgrade?

• Anthropic’s $10B round: Have we hit peak AI hype?

• Klarna’s wild ride: From $45B to $6B to IPO at $15B

• Inside a16z’s seed machine: 72 bets vs Sequoia’s 27

• Martìn Casado: Is consensus investing dangerous—or the only game?

• The big lesson: consensus, contrarian, and why investing is harder than ever