# @20vc on YouTube

- **Type:** Video
- **Original URL:** https://youtube.com/watch?v=mBE_9vGJBUM
- **Gondola URL:** https://gondola.cc/posts/57881006-20vc-youtube
- **Thumbnail:** https://img.gondola.cc/tr:w-,h-,fo-auto/postThumbnails/88b924de5d.jpg
- **Posted:** 2026-02-26T14:59:54.000+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
01:14 Anthropic Security Product Wipes Billions Off Public Markets
10:38 Do Agents Turn SaaS Incumbents into Valueless Databases
21:25 Anthropic Secondary Sale Makes Hundreds Decamillionaires
22:53 Citrini Research Piece: Everything You Need To Know
25:40 Will DoorDash Be Replaced by Agents
27:37 Why No Public Company Has Created a Good Agent Product
35:19 Will "Ghost GDP" Soften Consumer Spending Power
50:32 Is Tech Private Equity and Thoma Bravo F***** in this Market
54:22 OpenAI Massively Increases Spending Plans: Analysis
59:48 Figma Fights Back: Earnings Through the Roof
01:06:13 Momentum Versus Value: Four Public Stocks to Buy
01:14:41 Jack Altman Joins Benchmark Capital

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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 #anthropic #ghostgdp #citrini #figma #openai #saas #aiagents

## Stats

- **Views:** 18,026
- **Likes:** 244
- **Shares:** 0
- **Comments:** 110

## Credits

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

## Tags

openai, harrystebbings, anthropic, aiagents, ghostgdp, saas, figma, citrini, roryodriscoll, jasonlemkin, 20vc

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