# @20vc on YouTube

- **Type:** Video
- **Original URL:** https://youtube.com/watch?v=oZ7eeLU-G-Y
- **Gondola URL:** https://gondola.cc/posts/34879029-20vc-youtube
- **Thumbnail:** https://img.gondola.cc/tr:w-,h-,fo-auto/postThumbnails/9435669ad5.jpg
- **Posted:** 2025-09-25T14:26:27.000+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 (BILL), Box (BOX), DocuSign (DOCU), and WalkMe (WKME), among others.
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In Today’s Episode We Discuss:

00:00 Intro 
01:17 Nvidia's Massive $100BN Investment in OpenAI
05:45 Is Anthropic Negatively Positioned by OpenAI Gaining NVIDIA Investment
22:24 Is Triple, Triple, Double, Double Dead
41:59 Navan Files to Go Public at $8BN
54:17 Lockup Periods and Liquidity
01:02:17 Impact of H-1B Visa Changes on Startups
01:07:40 Notion Hits $500M ARR Re-Accelerating
01:16:16 Why Founder Friendly is Total BS Today
01:19:48 Kalshi Quick-Fire Round
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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 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 #openai #nvidia #navan #anthropic #notion

## Stats

- **Views:** 9,055
- **Likes:** 124
- **Shares:** 0
- **Comments:** 29

## Credits

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

## Tags

roryodriscoll, nvidia, jasonlemkin, 20vc, notion, openai, harrystebbings, anthropic, navan

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