Daniel Gross and Nat Friedman: Acquired by Meta | Microsoft Layoff 9000 People | OpenAI's Bombshell
20VC
Jul 10, 2025
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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.
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.
In Today’s Episode We Discuss:
Daniel Gross & Nat Friedman: Why Two Legendary VCs Walked Away From $1B to Join Meta
Meta’s AI Talent Magnet: Will It Actually Work?
Cursor Is Breaking the Market: Can Anyone Compete?
OpenAI’s SBC Bombshell: More Stock Comp Than Revenue
CoreWeave’s Power Play: Buying Their Landlords
Is Circle Next to Go Shopping with Meme Equity?
PE Is Back: The Olo Take-Private Explained
Why Triple, Triple, Double, Double Is No Longer Sexy
QSBS Hack: The Billionaire’s Tax Loophole You’re Missing
Microsoft’s AI Layoffs: Salespeople Are Dead, Long Live Engineers
“If You Need a Week to Learn AI, You Should Be Fired”
Kalshi Quick-Fire Round
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