# @20vc on YouTube

- **Type:** Video
- **Original URL:** https://youtube.com/watch?v=OWcKAudkn3A
- **Gondola URL:** https://gondola.cc/posts/32293418-20vc-youtube
- **Thumbnail:** https://img.gondola.cc/tr:w-,h-,fo-auto/postThumbnails/ed1b2f9200.jpg
- **Posted:** 2025-07-10T14:01:34.000+00:00
- **Account Owner:** 20VC with Harry Stebbings (@20vc) — https://gondola.cc/20vc

## Caption

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.

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.
-----------------------------------------------

In Today’s Episode We Discuss:

00:00 Intro 
01:08 Daniel Gross & Nat Friedman: Why Two Legendary VCs Walked Away From $1B to Join Meta
08:07 Meta’s AI Talent Magnet: Will It Actually Work?
15:38 Cursor Is Breaking the Market: Can Anyone Compete?
18:58 OpenAI’s SBC Bombshell: More Stock Comp Than Revenue
23:40 CoreWeave’s Power Play: Buying Their Landlords
27:50 Is Circle Next to Go Shopping with Meme Equity?
30:25 PE Is Back: The Olo Take-Private Explained
37:02 Why Triple, Triple, Double, Double Is No Longer Sexy
47:47 QSBS Hack: The Billionaire’s Tax Loophole You’re Missing
53:02 Microsoft’s AI Layoffs: Salespeople Are Dead, Long Live Engineers
55:54 “If You Need a Week to Learn AI, You Should Be Fired”
59:06 Kalshi Quick-Fire Round
----------------------------------------------------------------------------------------------

Subscribe on Spotify:
https://open.spotify.com/show/3j2KMcZ...

Subscribe on Apple Podcasts:
https://podcasts.apple.com/us/podcast...

Follow Harry Stebbings on X:
  / harrystebbings  

Follow Jason Lemkin on X:
  / jasonlk  

Follow Rory O’Driscoll on X:
  / rodriscoll  

Follow 20VC on Instagram:
  / 20vchq  

Follow 20VC on TikTok:
  / 20vc_tok  

Visit our Website:
https://www.20vc.com

Subscribe to our Newsletter:
https://www.thetwentyminutevc.com/con...
-----------------------------------------------

#20vc #harrystebbings #roryodriscoll #jasonlemkin #ai #meta #openai #shaunmaguire

## Stats

- **Views:** 11,116
- **Likes:** 181
- **Shares:** 0
- **Comments:** 33

## Credits

| Name | Username | Profile | Role |
| --- | --- | --- | --- |
| 20VC with Harry Stebbings | @20vc | https://gondola.cc/20vc | Podcast |

## Tags

harrystebbings, ai, roryodriscoll, jasonlemkin, 20vc, shaunmaguire, meta, openai

---
Copyright (c) Gondola