▶ 9:53 · $META · Jason Lemkin: Buy Meta for AI agent distribution via WhatsApp and Zuck's copying prowess

episode briefing

Jensen Huang Declares AGI Has Arrived | Tesla Launches Cybercabs | Index Pulls Out of Town

2026-09-10 · 15 company · 10 thematic

sentiment

12 bull1 bear2 neu

speakers

Founder of SaaStr, a community and media platform for B2B software founders and executives. He is an early-stage investor and a frequent commentator on SaaS growth and go-to-market strategy.

rory o'driscoll

Rory O'Driscoll is a partner at Scale Venture Partners, a late-stage venture firm. He references Scale's portfolio (Linear, DataBricks, HubSpot, Salesforce, Palantir) and fund dynamics. He previously invested in Anthropic (2021) and tracks AI infrastructure closely.

quote

“my my take is actually it's why you buy Meta today cuz you've got the most clear unwavering PMF for this product. And Zuck is the one who owns the core distribution channel and Zuck has been working on this product. If anyone's done a prov…”

—jason lemkin

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