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
00:58 – The AI Assistant Race: Instinct, Grok Bot and Meta
05:40 – Why Distribution Could Decide the AI Assistant Winner
07:27 – Is Instinct Investable at a Multi-Billion Dollar Valuation?
11:05 – Jensen Huang Says AGI Has Arrived
13:05 – Could Legal AI Become as Big as Coding AI?
25:09 – GPT Astra vs Fable 5.1: Has the Model Race Stepped Up Again?
30:13 – Should Frontier Labs Be Forced to Slow Down?
33:20 – Why AI Agents Could Create a Cybersecurity Crisis
41:32 – Tesla Cybercabs vs Waymo and the Future of Robotaxis
47:37 – Are VC Conflicts Back? Index, Instinct and Town
51:56 – Why Anthropic Walked Away From the Descartes Deal
01:00:07 – Could Robinhood Transform the IPO Market?
01:05:05 – Wonderful Raises at $5BN and the New AI Funding Playbook
01:11:08 – Why the Fastest-Evolving AI Companies Are Winning
01:15:05 – Thinking Machines at $40BN: Is the Neo Lab Trade Still Working?
01:17:09 – Will Most Neo Labs Fail to Raise Enough Capital?
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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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