Jason Lemkin, CEO & Founder of SaaStr, and Byron Deeter, Partner at Bessemer Venture Partners, discuss the growth of SaaS companies, the impact of COVID on the industry, and the challenges tech companies face when acquiring other companies. They also explore the Cloud 100 award and upcoming virtual summit, their investments in Canva and Toast, and the impressive growth and benchmarks in the cloud industry.

Bessemer's Byron Deeter discusses Silicon Valley, Kamala Harris, and the future of AI and cloud companies. Bitwise CEO Hunter Horsley talks about the spot ether ETF. Key topics include AI IPOs by 2025, Ethereum's evolution, and the impact of tech leaders on the market.

Former Goldman CFO Marty Chavez discusses opportunities in AI and the impact of higher rates on banks and markets. Bessemer Venture's Byron Deeter talks about recent IPOs and predictions for the rest of the year.