# @20vc on YouTube

- **Type:** Video
- **Original URL:** https://youtube.com/watch?v=ML1FtOy9JtM
- **Gondola URL:** https://gondola.cc/posts/34363814-20vc-youtube
- **Thumbnail:** https://img.gondola.cc/tr:w-,h-,fo-auto/postThumbnails/8be6291402.jpg
- **Posted:** 2025-09-04T13:55:20.000+00:00
- **Account Owner:** 20VC with Harry Stebbings (@20vc) — https://gondola.cc/20vc

## Caption

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](http://bill.com/) (BILL), Box (BOX), DocuSign (DOCU), and WalkMe (WKME), among others.

Cliff Obrecht is the co-founder and COO of Canva, the visual-communication platform he built with Melanie Perkins and Cameron Adams, where he leads operations, monetization, and growth. He helped scale Canva from Fusion Books into a global, product-led business driving acquisitions like Pexels, Pixabay, and Flourish and champions its philanthropy through the Canva Foundation.
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In Today’s Episode We Discuss:

00:00 Intro 
01:03 Anthropic Raises $13BN: The Analysis?
16:58 Is Zuck’s $14BN Scale bet the biggest blunder in AI?
25:37 Lovable Raising at $4BN and Vercel at $9BN: Justified or Madness?
35:53 Quarterly Results for Snowflake, Mongo, Okta, Zoom Skyrocket: Is B2B SaaS back from the dead?
48:38 Is Jensen Huang right there will be $4TRN in AI gains?
50:01 Will AI wipe out SaaS margins with 10% GPU taxes? Or is Notion the exception?
01:06:35 The VC Regret Pathway
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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 Cliff Obrecht on X:
  /  cliffobrecht

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...
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#20vc #harrystebbings #roryodriscoll #jasonlemkin #cliffobrecht #canva #zuckerberg #anthropic #saas #ai #salesforce #jensenhuang

## Stats

- **Views:** 10,176
- **Likes:** 145
- **Shares:** 0
- **Comments:** 29

## Credits

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

## Tags

canva, ai, roryodriscoll, cliffobrecht, jasonlemkin, 20vc, zuckerberg, salesforce, harrystebbings, anthropic, jensenhuang, saas

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