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
01:40 Nvidia Blowout Quarter: $81BN Revenues and Stock… Flat!
07:15 Uber and Microsoft Declare Productivity Gains Questionable from AI
24:01 The Layoffs Continue: ClickUp and Cloudflare
34:20 OpenAI S-1: Is it a Race? How Will it be Received?
38:38 Do Anthropic Rush Out Their IPO Also?
46:54 SpaceX S-1: “Why I Would Never Invest”
50:13 Why Colossus is a Stroke of Genius By Elon
55:27 Data Centers In Space is BS and Will Not Be Core to SpaceX
01:00:50 Polsia Raises $30M at $250M Price: Is this the Peak?
01:10:09 Exa Raises at $2.2BN to Build Search for Agents
01:19:42 Is Replacing Your CRM with Vibe Coding Always Ragebait
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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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