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
01:06 Mag7 Earnings: The “Super Bowl” of Tech Results
04:59 Google’s Cloud Explosion & The AI Search “Disruption” That Never Came
14:46 Microsoft’s $190B Bet: Is AI the Only Thing Keeping Growth Flat?
21:24 Meta’s $150B Future Bet vs Wall Street’s Need for Spreadsheets
28:14 Palantir’s Home Run: Why Big Companies Spend Big Money on AI
39:42 Apple’s Quiet Consistency & The Stealth Inflation of Memory Chips
42:37 The SaaS Apocalypse Over? Atlassian and Twilio Lead the Re-acceleration
01:04:17 Anthropic’s $50B Raise & The Math Behind Token vs. Salary Spend
01:10:57 Sierra’s $15B Valuation: Replacing the $400B Customer Service Labor Market
01:19:30 Musk vs Altman Trial
01:23:49 The End of Managers? Brian Armstrong & The Rise of the “Individual Contributor”
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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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