# @20vc on YouTube

- **Type:** Video
- **Original URL:** https://youtube.com/watch?v=jGii3mpwsNU
- **Gondola URL:** https://gondola.cc/posts/38593718-20vc-youtube
- **Thumbnail:** https://img.gondola.cc/tr:w-,h-,fo-auto/postThumbnails/a42fb77e86.jpg
- **Posted:** 2026-01-08T14:59:07.000+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
01:10 Groq Acquired by NVIDIA for $20BN
16:45 Meta's $2BN Acquisition of Manus: Did They Sell Too Early
37:51 OpenAI's Stock-Based Compensation Strategy
01:00:48 Navan Trading at 4x ARR: Who is Good Enough to Go Public?
01:15:45 The Rise of Invisible Unemployment
01:17:25 The Future of Work and Education in an AI-Driven World
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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 #groq #meta #ai #nvidia #unemployment #samaltman #manus

## Stats

- **Views:** 16,046
- **Likes:** 212
- **Shares:** 0
- **Comments:** 35

## Credits

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

## Tags

meta, samaltman, manus, harrystebbings, ai, roryodriscoll, nvidia, unemployment, jasonlemkin, groq, 20vc

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