# @20vc on YouTube

- **Type:** Video
- **Original URL:** https://youtube.com/watch?v=FZ5ubHIn4fA
- **Gondola URL:** https://gondola.cc/posts/38063836-20vc-youtube
- **Thumbnail:** https://img.gondola.cc/tr:w-,h-,fo-auto/postThumbnails/54a358feeb.jpg
- **Posted:** 2025-12-18T15:02:01.000+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
01:19 Lightspeed's $9 Billion Fundraise
06:20 The Impact of Mega Funds on Seed VCs
11:28 The Supercycle of Growth and Late-Stage Investments
14:01 Disney Invests $1BN into OpenAI and What It Means
21:46 Oracle Hit Hard: Is Now the Time to Buy
27:23 Broadcom's Market Cap Drop and Anthropic's AI Chip Orders
34:40 Cursor Competes with Figma: The Convergence of Design & Coding Tools
47:02 The Biggest Danger for Incumbents: Being Maimed by AI
56:43 Boom Supersonic Raising $300M to… Power Data Centres… WTF
01:02:23 Will SpaceX IPO at $1.5TRN and The Elon Option Value
01:17:17 Would You Rather…
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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 #openai #spacex #lightspeed #disney #figma #cursor #elonmusk

## Stats

- **Views:** 10,730
- **Likes:** 161
- **Shares:** 0
- **Comments:** 32

## Credits

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

## Tags

openai, harrystebbings, lightspeed, disney, spacex, figma, roryodriscoll, elonmusk, cursor, jasonlemkin, 20vc

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