Rory O’Driscoll is a General Partner at 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.
Fabrice Grinda is the Founding Partner at FJ Labs and one of the most prolific angel investors in the world, with a portfolio including Alibaba, Delivery Hero, Flexport, Revolut, Airbnb, and hundreds more.
In Today’s Episode We Discuss:
• Why the risk lever has been turned higher than ever in VC
• Why IRR is the hardest thing to control
• Is lack of liquidity short term temporary or long term structural?
• Why fund returners are not good enough anymore
• Sequoia: the best strategy at the worst time
• What it takes to be good at Series A and B today
• Only three company types survive AI
• ServiceNow: 25% pop, WTF happened
• Palantir and SAP ripping: do incumbents win AI?
• Are Benchmark wrong to invest in Chinese-made Manus?
• Geopolitical risks in investments
• European vs. US tech culture
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