Anthropic's Super Bowl Ad: Who Won & Lost? | Sierra Hits $150M ARR: Is Customer Support Too Crowded?
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
01:06 Anthropic Predicts $149B in ARR in 2029
11:33 Mike’s Thoughts on SaaS Today
26:26 Harvey Raises $200M at an $11BN Valuation
45:56 Is Customer Support a Terrible or Terrific Investment Category?
01:00:58 Anthropic's Super Bowl Ad: Who Won & Lost
01:15:58 Do CEOs Have to Work Harder Today Than Ever