# @20vc on YouTube

- **Type:** Video
- **Original URL:** https://youtube.com/watch?v=Euj5TAon_Q0
- **Gondola URL:** https://gondola.cc/posts/36869281-20vc-youtube
- **Thumbnail:** https://img.gondola.cc/tr:w-,h-,fo-auto/postThumbnails/5c42d91358.jpg
- **Posted:** 2025-11-13T15:00:13.000+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
01:06 Sequoia's Leadership Transition
07:31 Michael Burry's Big Short on Nvidia and Palantir
14:38 Gamma Raises $100M at a $2BN Valuation
28:39 Does Defensibility Exist Today When Copying is Easy
40:09 Should All Funds Be Way More Diversified
50:02 How to Run a Fundraising Process & What Not To Do
01:00:47 Datadog Surges 20% and Duolingo Crashes: What Happened
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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 #sequoia #ai #vc #michaelbury #bigshort #palantir #gamma

## Stats

- **Views:** 14,075
- **Likes:** 210
- **Shares:** 0
- **Comments:** 46

## Credits

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

## Tags

ai, roryodriscoll, gamma, jasonlemkin, 20vc, michaelbury, bigshort, sequoia, harrystebbings, vc, palantir

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