# @20vc on YouTube

- **Type:** Video
- **Original URL:** https://youtube.com/watch?v=CJpFFKXMNQ4
- **Gondola URL:** https://gondola.cc/posts/36230218-20vc-youtube
- **Thumbnail:** https://img.gondola.cc/tr:w-,h-,fo-auto/postThumbnails/f1ca2ef5e9.jpg
- **Posted:** 2025-10-23T13:58:59.000+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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Timestamps:

00:00 Intro
00:53 Everett Randle joins Benchmark
02:16 Ambition, career moves & the VC shuffle
04:15 Are VCs still the best paid?
06:25 Carry payouts & delayed returns
07:00 Revolut's $75B valuation explained
09:40 The TAM myth in startups
12:30 Why founders must expand their markets
17:05 Are AI Verticals overhyped?
19:55 The "Covid mistake" in AI investing
24:00 The rush to buy AI tools before the window closes
28:10 Will AI markets boom or deflate?
31:00 When to sell vs hold your startup
33:40 The truth about vertical SaaS
40:10 AI is changing the legal industry
41:34 OpenAI's billion dollar cloud play
46:44 Poolsuite builds its own data center
50:19 The rising cost of competing in AI
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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 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 #revolut #ai #meta #openai #supabase #investing #venturecapital

## Stats

- **Views:** 10,580
- **Likes:** 148
- **Shares:** 0
- **Comments:** 30

## Credits

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

## Tags

ai, roryodriscoll, investing, venturecapital, jasonlemkin, 20vc, supabase, meta, revolut, openai, harrystebbings

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