# @20vc on YouTube

- **Type:** Video
- **Original URL:** https://youtube.com/watch?v=9_P-Zf8mDsk
- **Gondola URL:** https://gondola.cc/posts/37619016-20vc-youtube
- **Thumbnail:** https://img.gondola.cc/tr:w-,h-,fo-auto/postThumbnails/be40fbd649.jpg
- **Posted:** 2025-12-04T15:00:47.000+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
01:01 Thrive and OpenAI Partnership
04:07 Databricks Raising $5BN at $134BN Valuation: Cheap or Not?
20:41 Eventbrite Acquired by Bending Spoons for $500M
23:02 Pagerduty's $1BN Market Cap, Just 2x Revenue
26:37 The TAM Trap: Why SaaS Is Like Japan
38:13 Lessons from Companies Hitting $100M ARR
42:43 The Future of Labour Markets is F******
49:27 The Importance of Compounding in Investments
56:26 The Relevance Game in Venture Capital
01:08:05 Supabase at $5BN or Lovable at $6BN: Which One?
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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 #ai #thrive #lovable #openai #eventbrite #TAM #pagerduty

## Stats

- **Views:** 10,475
- **Likes:** 111
- **Shares:** 0
- **Comments:** 18

## Credits

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

## Tags

ai, tam, roryodriscoll, eventbrite, jasonlemkin, 20vc, lovable, thrive, pagerduty, openai, harrystebbings

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