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.
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Timestamps:
00:00 Intro
01:19 Anthropic Eyes $900B Valuation & Andrej Karpathy’s Shock Move
05:40 Unpacking Anthropic’s $30 Billion War Chest
08:37 The True Cost of AI Tokens
23:12 Public Tech Rebound: Figma & Datadog Crush Expectations
27:26 The Death of Traditional Web Builders? The Decline of Wix & Squarespace
38:50 Compute Starvation: Is the Semiconductor & Hardware Boom Sustainable?
48:27 Cerebras IPO Smashes Day One
52:03 SpaceX Sets Date For the Largest IPO in History
01:02:30 YCombinator’s Mic Drop Deal & The Drama Behind Elon Musk’s OpenAI Lawsuit
01:13:03 The Looming Backlash: Mass Tech Layoffs and the Politics of AI
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Legal Disclaimer:
The content of this podcast is for informational and entertainment purposes only and does not constitute financial or investment advice. Any discussion of stocks, public markets, or investment strategies reflects the personal opinions of the speakers and should not be relied upon when making investment decisions. Figures, valuations, and financial data referenced may be estimates or subject to error. Always consult a qualified financial adviser before making any investment decision. The views expressed are those of the individual speakers and do not represent the views of 20VC or its affiliates.
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