AGENDA:
04:20 Thrive and OpenAI Partnership
07:14 Databricks Raising $5BN at $134BN Valuation: Cheap or Not?
17:39 Eventbrite Acquired by Bending Spoons for $500M
21:39 Pagerduty's $1BN Market Cap, Just 2x Revenue
26:59 The TAM Trap: Why SaaS Is Like Japan
37:42 Lessons from Companies Hitting $100M ARR
44:57 The Future of Labour Markets is F******
52:10 The Importance of Compounding in Investments
56:45 The Relevance Game in Venture Capital
01:05:01 Supabase at $5BN or Lovable at $6BN: Which One?
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