# @20vc on YouTube

- **Type:** Video
- **Original URL:** https://youtube.com/watch?v=-XkOqWdiHP0
- **Gondola URL:** https://gondola.cc/posts/37846734-20vc-youtube
- **Thumbnail:** https://img.gondola.cc/tr:w-,h-,fo-auto/postThumbnails/ac68f133cb.jpg
- **Posted:** 2025-12-11T14:59:47.000+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.
-----------------------------------------------

Timestamps:

00:00 Intro
01:38 SpaceX's $800 Billion Valuation: A Deep Dive
08:48 IPO Market Predictions for 2026
19:03 Netflix's Bold Move: Acquiring Warner Brothers
30:33 Tiger's New Fund Strategy
36:23 Databricks' Head of AI $500 Million Seed Round
40:19 Harvey Raises $160M at an $8BN Valuation
01:06:14 Chinese Open Source Models in US Startups
01:16:29 Airwallex Raises $330M at an $8BN Valuation
01:27:30 Prediction Markets and Insider Trading
----------------------------------------------------------------------------------------------

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 #ai #airwallex #spacex #netflix #ramp #keithrabois #harvey

## Stats

- **Views:** 10,650
- **Likes:** 133
- **Shares:** 0
- **Comments:** 15

## Credits

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

## Tags

airwallex, ai, roryodriscoll, harvey, jasonlemkin, 20vc, netflix, ramp, harrystebbings, spacex, keithrabois

---
Copyright (c) Gondola