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
01:09 Google Loses Two Generational Scientists in 48 Hours to Anthropic
13:28 Why Being #3 in AI Is the Most Dangerous Position
18:00 DeepSeek’s $7.4B Series A at a $50B Valuation: Is China Winning?
29:00 Wall St’s $725B AI Question: Who’s Actually Going to Pay for AI?
49:09 Gross Margin Is Now the New Growth
53:00 Menlo Ventures Raises $3B: Why Not More After the Anthropic Win?
1:04:30 Accenture Plummets 19%: Why AI Is Destroying the Consulting Business
1:12:22 Work From Home Is White Collar Fraud
1:18:10 OpenAI Launches the Jalapeño Chip
1:19:07 Open Source Is Hollowing Out the Middle of the AI Market
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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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