Agenda:
00:00 - Why Benchmark Is Bleeding Partners (and Why That’s the New Normal)
04:57 - “I Wouldn’t Leave Benchmark… Unless I Had THIS” — Jason on Brand vs Autonomy
09:01 - The Rise of the Solo GP & The Death of LP Conventional Wisdom
13:50 - The Unstoppable Force of Elad Gil & The Myth of LP Discipline
18:45 - Is Vibe Coding the New SaaS? Jason’s $10K/Month Spend Reveal
26:57 - Cursor’s Growth Is Insane—But Is It Sustainable?
31:44 - Will Microsoft, Google, or Amazon Win the AI Infra War?
37:42 - Is GitHub Copilot the Biggest Miss in Microsoft’s History?
44:15 - Are Big Tech Incumbents Now Too Powerful to Fail?
48:00 - Apple’s AI Problem: Is It Time for a Management Overhaul?
52:30 - Figma’s IPO: $30B Return, Zero Hype. What Happened?
1:06:00 - Final Bets: Cursor to $4B ARR, Lovable to $400M ARR, OpenAI to $800BN?