Anthropic vs The Pentagon: Who Wins? | Cursor Hits $2BN in ARR | Block's 40% Headcount Reduction

Описание: 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.

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Timestamps:

00:00 Intro
01:16 Anthropic vs The Pentagon: Who Wins
17:01 Was Sam Altman Wrong to Take the Deal
23:29 OpenAI's $110BN Mega Round: The Breakdown
27:44 Who Has a Bigger Valuation Premium: Sam Altman or Elon Musk
34:42 Why We Got the SaaS Apocalypse Wrong?
43:09 Why Salesforce Could be the Best Buy in Public Markets
49:03 Block Lays Off 40% of Team: AI or Overhiring
01:02:45 Cursor Hits $2BN in ARR… so not Dead?
01:17:01 How to Pick Winners in AI?

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