# @20vc on YouTube

- **Type:** Video
- **Original URL:** https://youtube.com/watch?v=h_ZpvRjB9JI
- **Gondola URL:** https://gondola.cc/posts/54286706-20vc-youtube
- **Thumbnail:** https://img.gondola.cc/tr:w-,h-,fo-auto/postThumbnails/343bed3045.jpg
- **Posted:** 2026-01-22T15:01:08.000+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
00:48 Can VC Survive With Public Market Prices Today
14:01 The Implosion of Thinking Machines
24:32 Elon Musk vs. OpenAI: The Legal Battle
43:25 Can OpenAI Win Ads?
01:01:42 ClickHouse's $15BN Deal: Analysed
01:11:58 Replit's $9BN Deal: Analysed

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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 #elonmusk #openai #samaltman #clickhouse #replit #thinkingmachines

## Stats

- **Views:** 14,846
- **Likes:** 200
- **Shares:** 0
- **Comments:** 46

## Credits

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

## Tags

jasonlemkin, 20vc, replit, samaltman, openai, clickhouse, harrystebbings, thinkingmachines, roryodriscoll, elonmusk

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