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
01:25 Canva Cuts 2026 Growth by a Third — Is the No-Code Era Over?
08:26 Figma vs Canva — Who Is More Exposed to AI?
14:12 The Fortnite-ification of Software: ChatGPT Bundling Kills Standalone Tools
17:26 Companies That Hesitated in 2023–24 Will Pay the Bill in 2026–27
20:50 Which Pre-AI Companies Have Successfully Caught the Wave?
34:03 Jeff Dean & Demis Hassabis Leave Google
44:19 Why Anthropic Kept Its Best AI Talent While Google Couldn’t
46:59 The God Tier Compensation Problem: Three Pay Bands Now Exist in Tech
56:13 Elon Musk’s $55BN Terrafab Bet to Break Free from TSMC
01:04:25 Revolut’s $50BN CEO Pay Package
01:09:29 Non-Founder-Run Companies Are All Going to Zero in the AI Era
01:17:10 Whatnot Raises at $20B
01:22:31 Atlassian Kills Free Loom Seats
01:24:29 Is the Atlassian Story the Canva Story Coming?
01:24:50 HubSpot at $10B — How Long Until It Gets Bending Spooned?
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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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