Jason Lemkin and Rory O’Driscoll sit down with Harry Stebbings to argue over the shape of the current market: why mega-funds need billion-dollar positions, why seed investing may now be harder than growth, and whether the CoreWeave sell-off is the first crack in the AI trade. Useful listening for founders trying to time a raise.
Lemkin and O’Driscoll weigh a venture market chasing trillion-dollar outcomes
Two veteran SaaS investors ask whether venture has stopped working for companies outside the AI trade.
