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
01:28 OpenAI Misses Growth Targets: Is This a Real Problem?
07:20 The Rise of AI Agents: Why Humans No Longer Pick Models
18:45 $45B Floods into Anthropic from Google & Amazon
27:11 "Compute ≠ Revenue": The First Crack in the AI Business Model
30:55 Why Google May Be the Biggest Winner in AI Infrastructure
34:59 China Blocks $2B Manus Deal
42:19 Thoma Bravo Hands Medallia to Creditors: $5B Wiped Out
01:06:28 The Collapse of Private Equity Exit Routes in VC

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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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