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
01:10 Brex Acquisition by Capital One for $5.15BN
09:06 Does Brex’s Acquisition Help or Hurt Ramp?
15:13 TikTok Deal Completed: Who Won & Who Lost: Analysis
18:38 Anthropic Inference Costs Higher Than Expected
39:05 OpenEvidence Raises at $12BN from Thrive and DST
46:41 a16z Companies are 2/3 AI Revenues
57:24 Wealthront IPO Disaster: Is $1.5BN IPO Too Small?
01:12:19 Salesforce Wins $5BN Army Contract: The Last Laugh for SaaS
———————————————————————————————-
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 #a16z #brex #ramp #anthropic #tiktok #openevidence #ai
source
