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
00:59 Cursor Acquired for $60B?! Breaking down the mind-blowing deal with xAI/SpaceX
06:41 Why Cursor and Elon Musk actually make perfect sense
09:02 Who Won the Deal?
11:25 Venture Payday: What this means for the investors and the “lock-up” reality for the founders
13:34 SpaceX as an AI Lab
20:35 The AI Advantage: Why high-price stocks are the ultimate weapon for massive acquisitions
27:10 The $100 Billion Prediction
34:55 End of an Era: Tim Cook steps down at Apple
39:07 Why Netflix, Canva, and Adobe should be terrified of YouTube and AI
42:21 Anthropic Hits $1 Trillion
52:41 Claude Design vs Figma
01:09:47 Rippling’s God-Mode Growth
01:17:10 Salesforce Goes Headless: Marc Benioff’s genius move to survive the AI agent revolution
01:21:32 The “Agent Fabric”: The next trillion-dollar battleground for the enterprise
01:32:44 Cerebras IPO 2.0
01:39:30 Jensen Huang vs The Podcasters: Reacting to Nvidia interview.
01:45:23 London vs The Valley
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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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