The New VC Game | CoreWeave Sell-Off Creates Panic | Revenue Multiples Out of Control

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. ----------------------------------------------- Timestamps: 00:00 Intro 01:01 Is Venture Broken for Great Companies Outside the AI Hype Cycle? 03:41 Why VCs Only Want Trillion-Dollar Outcomes 05:45 Why Mega-Funds Need Billion-Dollar Positions 08:07 I