OpenAI, SBF & Perplexity: What VCs Know That You Don’t

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:

• Owner’s New $120M Round at $1BN

• Why Series A is F****** Today

• Could Tiger Global Be Saved by OpenAI and Scale

• Why SBF is the Greatest Investor of the Last Decade

• Why No Individuals Should Invest in Venture Funds

• Why Microsoft Laying 3% of Their Workforce Off is not Enough

• OpenAI’s New CEO: Non-Technical CEOs Running OpenAI

• Why Big Funds are Investing in Perplexity

• Why Clay Should Raise a Warchest and Go to War

• The Impact of AI on Marketing and Sales