# @20vc on YouTube

- **Type:** Video
- **Original URL:** https://youtube.com/watch?v=RdunfbobxaY
- **Gondola URL:** https://gondola.cc/posts/56234666-20vc-youtube
- **Thumbnail:** https://img.gondola.cc/tr:w-,h-,fo-auto/postThumbnails/ea79a635d6.jpg
- **Posted:** 2026-02-12T15:06:48.000+00:00
- **Account Owner:** 20VC with Harry Stebbings (@20vc) — https://gondola.cc/20vc

## Caption

Mike Cannon-Brookes is the Co-Founder and Co-CEO of Atlassian, the software giant behind products like Jira, Confluence, and Trello. Under his leadership, Atlassian has become one of the world’s most successful enterprise software companies, serving over 250,000 customers globally.

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
01:06 Anthropic Predicts $149B in ARR in 2029
11:33 Mike’s Thoughts on SaaS Today
26:26 Harvey Raises $200M at an $11BN Valuation
45:56 Is Customer Support a Terrible or Terrific Investment Category?
01:00:58 Anthropic's Super Bowl Ad: Who Won & Lost
01:15:58 Do CEOs Have to Work Harder Today Than Ever

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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 Mike Cannon-Brookes on X:
https://twitter.com/mcannonbrookes

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

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https://www.thetwentyminutevc.com/con...
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#20vc #harrystebbings #roryodriscoll #jasonlemkin #atlassian #anthropic #openai #superbowl #harvey #saas

## Stats

- **Views:** 18,635
- **Likes:** 231
- **Shares:** 0
- **Comments:** 31

## Credits

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

## Tags

openai, harrystebbings, anthropic, atlassian, saas, roryodriscoll, harvey, superbowl, jasonlemkin, 20vc

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