# @20vc on YouTube

- **Type:** Video
- **Original URL:** https://youtube.com/watch?v=MftJZXDzPpw
- **Gondola URL:** https://gondola.cc/posts/36645951-20vc-youtube
- **Thumbnail:** https://img.gondola.cc/tr:w-,h-,fo-auto/postThumbnails/92fca046d8.jpg
- **Posted:** 2025-11-06T15:00:32.000+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.
-----------------------------------------------

Timestamps:

00:00 Intro
01:03 Navan's IPO: Winners, Losers and 20% Crater
20:53 Harvey Raises $150M at an $8BN Valuation
34:16 Was Sam Altman Wrong to Snap at Brad Gerstner
42:41 Why Google is a Buy and Amazon is a Short
50:30 Meta Down 10%, Buy or Sell?
52:21 If You Have Not Accelerated with AI, You Are Dead
01:10:05 Why Now is the Best Time for Series A and Worst for Seed
----------------------------------------------------------------------------------------------

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

#20vc #harrystebbings #roryodriscoll #jasonlemkin #harvey #ai #vc #navan #samaltman #google #aws

## Stats

- **Views:** 9,829
- **Likes:** 125
- **Shares:** 0
- **Comments:** 25

## Credits

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

## Tags

samaltman, aws, harrystebbings, vc, navan, ai, roryodriscoll, harvey, google, jasonlemkin, 20vc

---
Copyright (c) Gondola