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: 00:00 Intro 01:04 Owner’s New $120M Round at $1BN 08:01 Why Series A is F****** Today 13:08 Could Tiger Global Be Saved by OpenAI and Scale 18:21 Why SBF is the Greatest Investor of the Last Decade 29:45 Why No Individuals Should Invest in Venture Funds 37:55 Why Microsoft Laying 3% of Their Workforce Off is not Enough 43:43 OpenAI’s New CEO: Non-Technical CEOs Running OpenAI 01:01:04 Why Big Funds are Investing in Perplexity 01:06:39 Why Clay Should Raise a Warchest and Go to War 01:15:34 The Impact of AI on Marketing and Sales ----------------------------------------------- Subscribe on Spotify: https://open.spotify.com/show/3j2KMcZTtgTNBKwtZBMHvl?si=85bc9196860e4466 Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-twenty-minute-vc-20vc-venture-capital-startup/id958230465 Follow Harry Stebbings on X: https://twitter.com/HarryStebbings Follow Jason Lemkin on X: https://twitter.com/jasonlk Follow Rory O’Driscoll on X: https://twitter.com/rodriscoll Follow 20VC on Instagram: https://www.instagram.com/20vchq Follow 20VC on TikTok: https://www.tiktok.com/@20vc_tok Visit our Website: https://www.20vc.com Subscribe to our Newsletter: https://www.thetwentyminutevc.com/contact ----------------------------------------------- #20vc #harrystebbings #roryodriscoll #jasonlemkin #openai #saastr #perplexity #clay #owner #SBF #microsoft #tigerglobal