# @20vc on YouTube

- **Type:** Video
- **Original URL:** https://youtube.com/watch?v=nVfDfse13es
- **Gondola URL:** https://gondola.cc/posts/57195687-20vc-youtube
- **Thumbnail:** https://img.gondola.cc/tr:w-,h-,fo-auto/postThumbnails/ae96683d89.jpg
- **Posted:** 2026-02-19T15:00:59.000+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
00:42 Anthropic's $30B Raise at $380B
05:53 Why SaaS Stocks Keep Getting Crushed
20:53 Wall Street's New Religion: AI Replaces Headcount
22:21 The Bear Case for Shopify: What Could Go Wrong?
33:13 Replit & Lovable are Proof Figma Missed Out: Figma; Buy or Sell?
50:27 Stripe Raises at $140BN: Is Stripe Wildly Overvalued or Adyen Undervalued?
56:51 OpenAI Buys OpenClaw
01:09:56 Thrive's $10B Growth Fund
01:12:46 Arif Janmohamed Leaves Lightspeed for New Firm
01:17:26 Workday's Founder Returns as CEO: Will it Work?
01:25:15 Which Founder Returns Next: HubSpot, Twilio, Gitlab?
01:28:58 Is Monday.com a Screaming Buy?
01:33:43 Jason and Harry Bet $200,000

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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 #ai #anthropic #stripe #thrive #openai #saas #openclaw

## Stats

- **Views:** 16,422
- **Likes:** 208
- **Shares:** 0
- **Comments:** 49

## Credits

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

## Tags

thrive, stripe, openai, openclaw, harrystebbings, anthropic, saas, ai, roryodriscoll, jasonlemkin, 20vc

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