Cursor Raises $2.3BN: Who Wins the Coding War & Peter Thiel and Softbank Sell NVIDIA - Why?

Tomasz Tunguz is a Managing Director at Theory Ventures and one of the most respected voices in SaaS and venture capital, known for his data-driven insights on startup growth and market dynamics. Previously a General Partner at Redpoint Ventures, he has backed companies such as Looker (acquired by Google), Dremio, Monte Carlo, and Twilio (TWLO), among others.

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:

• Cursor Raises $2.3BN at $29BN Valuation

• What Gemini 3 Means for Lovable, Cursor and Replit

• Peter Thiel and Softbank Sell NVIDIA: The Bubble Bursting?

• Oracle Credit Default Swaps: The Risk is Increasing

• Stripe Does Tender at All-Time High: Why the Best Companies Will Never IPO

• Why Retail WIll Cause a Surge of Capital into VC Funds