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
01:10 Washington Lifts the Claude Fable Five Ban
03:58 OpenAI Offers the US Government a 5% Stake
13:18 Why This Could Invite Much More Than 5% Government Control
22:14 DeepSeek Building Its Own Chip & Anthropic Talking to Samsung
36:22 Meta Launches Cloud Business — Plan B or Masterstroke?
42:55 Nvidia’s “Compute Now, Pay Later” Scheme
50:32 Kling Raises $2.8B at $18B — Why Did Sora Fail Where Kling Didn’t?
57:46 Open Source Plateau: Are Cheaper Models Actually Delivering Results?
1:07:16 Microsoft & Amazon Embed Engineers in Enterprise
1:17:04 Ashton Kutcher Leaves Sound Ventures
1:21:19 ElevenLabs at $22B
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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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