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.
———————————————–
Timestamps:
00:00 Intro
01:08 Anthropic vs. OpenAI: Who Is Actually Winning the Enterprise War?
15:30 SpaceX at $2 Trillion: Elon’s Insane Plan to Build Data Centers in Space
24:56 Jeff Bezos’ $100 Billion Fund: The End of “Doing It the Hard Way”
33:06 The $20 Billion “Acqui-hire”: The Groq Deal Broken Down
40:40 Figma’s Death Spiral? Why the Markets Are Terrified of AI Disruption
58:51 The Broken VC Math: Why You Need $1BN To Do Series A
01:05:56 Win or Die: The Terrifying Reality of the Unicorn “Dead Zone”
———————————————————————————————-
Subscribe on Spotify:
https://open.spotify.com/show/3j2KMcZ…
Subscribe on Apple Podcasts:
https://podcasts.apple.com/us/podcast…
Follow Harry Stebbings on X:
https://x.com/harrystebbings
Follow Jason Lemkin on X:
https://x.com/jasonlk
Follow Rory O’Driscoll on X:
https://x.com/rodriscoll
Follow 20VC on Instagram:
https://www.instagram.com/20vchq
Follow 20VC on TikTok:
https://www.tiktok.com/@20vc_tok
Visit our Website:
https://www.20vc.com
Subscribe to our Newsletter:
https://www.thetwentyminutevc.com/con…
———————————————–
#20vc #harrystebbings #roryodriscoll #jasonlemkin #openai #anthropic #spacex #figma #ai #vc
source
