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
01:07 SpaceX’s $60B Takeover of Cursor
08:04 Why Zuck Didn’t Buy Cursor
14:10 Microsoft Is the Real Loser in the Cursor Deal
19:52 Stripe’s $7BN OpenRouter Deal Creates Huge VC Winners
26:42 Anthropic Turns Its First Profit on $11.5B Revenue
30:35 The $100K Per Engineer Token Budget
38:36 Anthropic vs OpenAI IPO Race: Who Benefits From Going First?
48:22 Silver Lake’s $43B Workday Take-Private
57:00 Higgsfield at $5.5B and Lovable at $13.3B
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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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