Sam Altman's Masterplan or a Gift to Anthropic? Palantir & Shopify Crush Earnings

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.

AGENDA:

• Was GPT-5 the Biggest AI Letdown Yet?

• Is OpenAI’s Real Target Anthropic’s $6B Revenue?

• Why Anthropic Might Secretly Be Worried

• The Hidden Business Strategy Behind OpenAI’s “Underwhelming” Launch

• Should Perplexity Really Try to Buy Chrome for $34.5B?

• The $3B N8N Deal: Genius Bet or Bubble FOMO?

• Why Datadog’s Best Quarter Ever Still Tanked the Stock

• Palantir’s 50% Growth at Scale – Can It Last? Is Palantir Overpriced?

• Shopify’s Ruthless Path to 91% Revenue Growth With 30% Fewer Staff

• Are Seed and Series A Valuations Now at Dangerous Highs?

• What Does The Highest Levels of Capital Concentration Mean For Early Stage Founders?

• Could Palantir Hit a $2 Trillion Market Cap by 2030?