Episodes featuring Rory O'Driscoll

Harry Stebbings, Jason Lemkin, and Rory O'Driscoll discuss AI spending trends, whether token budgets will replace engineers, and whether Cognition's $26 billion valuation makes sense.

Harry Stebbings, Jason Lemkin, and Rory O'Driscoll discuss OpenAI's S1 filing, SpaceX's IPO, and Anthropic's rapid revenue growth relative to OpenAI.

Harry Stebbings, Rory O'Driscoll, and Jason Lemkin break down Big Tech earnings, the Anthropic fundraise, and what it all means for AI valuations and IPO timing.

Jason Lemkin and Rory O'Driscoll discuss Anthropic's $45B raise, Thoma Bravo handing Medallia back to creditors, and how AI agents could upend SaaS business models.

Harry Stebbings, Jason Lemkin, and Rory O'Driscoll discuss Cursor's $60B acquisition, Anthropic hitting a $1T secondary valuation, and which legacy design tools AI could make obsolete.

Harry Stebbings, Jason Lemkin, and Rory O'Driscoll discuss the state of AI, what it means for SaaS companies, and whether SpaceX's $2 trillion valuation makes sense.

Harry Stebbings, Jason Lemkin, and Rory O'Driscoll discuss the week in tech, covering Anthropic vs OpenAI in enterprise, SpaceX's $2 trillion valuation, and whether venture fund models still work.

Harry Stebbings, Jason Lemkin, and Rory O'Driscoll cover Nvidia's $1 trillion revenue forecast, Anduril's $20 billion Pentagon contract, and how AI is reshaping hiring and fund strategy.

Harry Stebbings, Jason Lemkin, and Rory O'Driscoll discuss Anthropic's conflict with the Pentagon, OpenAI's $110 billion funding round, and how AI is threatening traditional SaaS companies.

Harry Stebbings, Rory O'Driscoll, and Jason Lemkin break down a research report that triggered a $20B market selloff, covering AI agents, Ghost GDP fears, and threats to B2B software incumbents.

Harry Stebbings, Mike Cannon-Brooks, Jason Lemkin, and Rory O'Driscoll debate whether software is dying or growing in the AI era, covering valuations, crowded markets, and Super Bowl ads.