# @20vc on YouTube

- **Type:** Video
- **Original URL:** https://youtube.com/watch?v=39uduGOufNA
- **Gondola URL:** https://gondola.cc/posts/38209772-20vc-youtube
- **Thumbnail:** https://img.gondola.cc/tr:w-,h-,fo-auto/postThumbnails/1083c87771.jpg
- **Posted:** 2025-12-22T15:01:33.000+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
01:23 Founder of the Year 2025
08:33 Fund of the Year
21:27 Breakout Companies of 2025: Who Made the Biggest Impact?
28:35 Biggest Surprises of 2025
35:36 Predictions for 2026: Top Performing Tech Stocks of the Year
39:21 B2B Stocks to Watch
41:50 Why Salesforce Could Be the Buy of 2026
54:50 Google, Meta, Apple, NVIDIA, Microsoft: Buy One, Short One
01:01:40 IPO Speculations: Who Will Go Public in 2026
01:07:48 The Impact of AI on Employment
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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 #predictions2026 #buy #short #nvidia #salesforce

## Stats

- **Views:** 16,391
- **Likes:** 229
- **Shares:** 0
- **Comments:** 35

## Credits

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

## Tags

short, predictions2026, salesforce, harrystebbings, roryodriscoll, nvidia, buy, jasonlemkin, 20vc

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