Anthropic vs The Pentagon: Who Wins | OpenAI's $110BN Mega Round | Cursor Hits $2BN in ARR

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:

• Anthropic vs The Pentagon: Who Wins

• Was Sam Altman Wrong to Take the Deal

• OpenAI's $110BN Mega Round: The Breakdown

• Who Has a Bigger Valuation Premium: Sam Altman or Elon Musk

• Why We Got the SaaS Apocalypse Wrong?

• Why Salesforce Could be the Best Buy in Public Markets

• Block Lays Off 40% of Team: AI or Overhiring

• Cursor Hits $2BN in ARR… so not Dead?

• How to Pick Winners in AI?