Jason Lemkin and Scale general partner Rory O’Driscoll join the show to argue over whether frontier labs should be forced to slow down, what Anthropic’s biggest IPO risk looks like, and what happens to standalone AI assistants once Meta gets serious with Muse.
They also work through Instinct’s reported $1B raise at a $10B valuation and Miro’s sale for $1.36B, a fraction of the $17.5B it was once worth, before turning to Mistral’s EUR 3B round and the broader question of whether growth companies are turning into value stocks.
