Скачать или смотреть Anthropic Inference Costs Skyrocket |TikTok Deal Closes |The IPO Market:Wealthfront & EquipmentShare

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
01:10 Brex Acquisition by Capital One for $5.15BN
09:06 Does Brex's Acquisition Help or Hurt Ramp?
15:13 TikTok Deal Completed: Who Won & Who Lost: Analysis
18:38 Anthropic Inference Costs Higher Than Expected
39:05 OpenEvidence Raises at $12BN from Thrive and DST
46:41 a16z Companies are 2/3 AI Revenues
57:24 Wealthront IPO Disaster: Is $1.5BN IPO Too Small?
01:12:19 Salesforce Wins $5BN Army Contract: The Last Laugh for SaaS
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