Cognition vs Factory: Vinod Khosla Creates a Storm | OpenAI Nears $70B Run Rate: Anthropic Under Threat | ElevenLabs Doubles Its Valuation to $22B & Salesforce Buys Listen Labs for $2B

Dev Ittycheria is CEO of MongoDB, where he has led the company through its IPO and transformation into one of the world’s leading developer data platforms, with a market cap that has reached tens of billions of dollars.

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:

• OpenAI Nears $70B Run Rate - Anthropic's Lead Under Threat

• Factory vs Cognition: Silicon Valley's Talent War Turns Ugly

• Vinod Khosla Blasts His Own Portfolio Company

• Reflection Launches Beam: America Strikes Back in Open-Source AI

• ElevenLabs Doubles Its Valuation to $22B

• Salesforce Buys Listen Labs for $2B - Sequoia Cashes In

• Vercel Hits $600M ARR as Agents Drive Half Its New Business

• Former Groq Engineers Sue Over Nvidia's $17B Deal

• Meta's Muse Steals the Show as OpenAI's Dots Underwhelms

• Oura Pulls Its IPO Despite 74% Growth - A Warning for VC