# @20vc on YouTube

- **Type:** Video
- **Original URL:** https://youtube.com/watch?v=AkObfvN3ArI
- **Gondola URL:** https://gondola.cc/posts/54581326-20vc-youtube
- **Thumbnail:** https://img.gondola.cc/tr:w-,h-,fo-auto/postThumbnails/76eb8e8d78.jpg
- **Posted:** 2026-01-29T15:03:06.000+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 Brex Acquisition by Capital One for $5.15BN
09:06 Does Brex's Acquisition Help or Hurt Ramp?
15:13 TikTok Deal Completed: Who Won & Who Lost: Analysis
18:38 Anthropic Inference Costs Higher Than Expected
39:05 OpenEvidence Raises at $12BN from Thrive and DST
46:41 a16z Companies are 2/3 AI Revenues
57:24 Wealthront IPO Disaster: Is $1.5BN IPO Too Small?
01:12:19 Salesforce Wins $5BN Army Contract: The Last Laugh for SaaS
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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 #a16z #brex #ramp #anthropic #tiktok #openevidence #ai

## Stats

- **Views:** 13,188
- **Likes:** 183
- **Shares:** 0
- **Comments:** 33

## Credits

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

## Tags

ramp, harrystebbings, anthropic, a16z, ai, roryodriscoll, brex, openevidence, tiktok, jasonlemkin, 20vc

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