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
01:24 – Should Frontier AI Labs Be Forced to Slow Down?
06:04 – Is Anthropic Preparing Its Biggest IPO Risk Factor?
10:24 – What Happens if AI Becomes Impossible to Control?
17:46 – How “Pacing the Frontier” Could Hit AI Infrastructure
21:11 – Meta Enters the AI Assistant Race With Muse
27:21 – Can Standalone AI Assistants Beat Meta and OpenAI?
29:11 – Would You Invest in Instinct at $10BN?
32:08 – Why Meta Is the Biggest Threat to AI Assistant Startups
35:18 – Could Instinct Become a $50BN Acquisition?
42:16 – Miro Sells for $1.35BN After a $17.5BN Valuation
45:30 – The Bending Spoons Playbook: Raise Prices, Cut Costs
48:22 – Are We Entering the Era of SaaS Capitulation?
01:03:50 – Why Venture Is More Extreme Than Ever
01:06:38 – Mistral Raises €3BN: Europe’s AI Sovereignty Bet
01:10:32 – Adobe’s New CEO
01:15:55 – What Happens When Growth Companies Become Value Stocks?
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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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