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
01:38 SpaceX’s $800 Billion Valuation: A Deep Dive
08:48 IPO Market Predictions for 2026
19:03 Netflix’s Bold Move: Acquiring Warner Brothers
30:33 Tiger’s New Fund Strategy
36:23 Databricks’ Head of AI $500 Million Seed Round
40:19 Harvey Raises $160M at an $8BN Valuation
01:06:14 Chinese Open Source Models in US Startups
01:16:29 Airwallex Raises $330M at an $8BN Valuation
01:27:30 Prediction Markets and Insider Trading
———————————————————————————————-
Subscribe on Spotify:
https://open.spotify.com/show/3j2KMcZ…
Subscribe on Apple Podcasts:
https://podcasts.apple.com/us/podcast…
Follow Harry Stebbings on X:
https://x.com/harrystebbings
Follow Jason Lemkin on X:
https://x.com/jasonlk
Follow Rory O’Driscoll on X:
https://x.com/rodriscoll
Follow 20VC on Instagram:
https://www.instagram.com/20vchq
Follow 20VC on TikTok:
https://www.tiktok.com/@20vc_tok
Visit our Website:
https://www.20vc.com
Subscribe to our Newsletter:
https://www.thetwentyminutevc.com/con…
———————————————–
#20vc #harrystebbings #roryodriscoll #jasonlemkin #ai #airwallex #spacex #netflix #ramp #keithrabois #harvey
source
