# @20vc on YouTube

- **Type:** Video
- **Original URL:** https://youtube.com/watch?v=PZAstljD60c
- **Gondola URL:** https://gondola.cc/posts/35705494-20vc-youtube
- **Thumbnail:** https://img.gondola.cc/tr:w-,h-,fo-auto/postThumbnails/f83f54d85f.jpg
- **Posted:** 2025-10-16T14:23:05.000+00:00
- **Account Owner:** 20VC with Harry Stebbings (@20vc) — https://gondola.cc/20vc

## Caption

Roger Ehrenberg is a leading seed investor, founder of IA Ventures, and now runs Game Changers Ventures, a $100M fund investing at the intersection of sports, media, entertainment & technology.

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
00:51 Pre-Show Chat: Rory Is So Old He Worked with Arthur Rock!!!
04:42 Goldman Sachs Acquires Industry Ventures for $665M
14:45 Thinking Machines Co-Founder Raises $2BN and Then Leaves for Meta
30:05 SoftBank Goes for $5BN Leverage Against ARM Stock To Buy More OpenAI
33:41 More Data Centres Than Offices: Are We In a Bubble
46:27 Where is the Alpha in Venture in 2025
57:19 What 90% of Managers Get Wrong About Portfolio Management

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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:
https://x.com/harrystebbings  

Follow Jason Lemkin on X:
https://x.com/jasonlk  

Follow Rory O’Driscoll on X:
 https://x.com/rodriscoll  

Follow Roger Ehrenberg on X:
https://x.com/infoarbitrage

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...
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#20vc #harrystebbings #roryodriscoll #jasonlemkin #openai #thinkingmachineslab #goldmansachs #ai #meta #openai #polymarket #vercel #supabase

## Stats

- **Views:** 9,880
- **Likes:** 132
- **Shares:** 0
- **Comments:** 35

## Credits

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

## Tags

thinkingmachineslab, ai, roryodriscoll, jasonlemkin, 20vc, vercel, supabase, meta, openai, goldmansachs, polymarket, harrystebbings

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