Databricks at $100BN, CoreWeave’s $11B Debt Bet & Nubank’s $2.5B Profit Shocker

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:

• Databricks hits $100B: Bubble or just the beginning?

• Is Databricks actually undervalued at 25x revenue?

• Are we on the verge of the biggest IPO wave ever?

• Can Andreessen’s Databricks bet return $30B+?

• Who really gets rich when mega-unicorns IPO?

• Is the return of Chamath’s SPACs the ultimate bubble signal?

• Should OpenAI staff be cashing out billions in secondaries?

• Founder raises $130M… then walks away. Is this the new normal?

• Nubank’s $2.5B profit: The best FinTech in the world?

• On Running at $15B: Can consumer brands still be VC-backed rockets?

• CoreWeave takes on $11B in debt: smart bet or ticking time bomb?

• Will AI spend really hit trillions—or is it all hype?