# @20vc on YouTube

- **Type:** Video
- **Original URL:** https://youtube.com/watch?v=7RHwE_M68BY
- **Gondola URL:** https://gondola.cc/posts/58773456-20vc-youtube
- **Thumbnail:** https://img.gondola.cc/tr:w-,h-,fo-auto/postThumbnails/aaf143c29b.jpg
- **Posted:** 2026-03-05T15:07:07.000+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
01:16 Anthropic vs The Pentagon: Who Wins
17:01 Was Sam Altman Wrong to Take the Deal
23:29 OpenAI's $110BN Mega Round: The Breakdown
27:44 Who Has a Bigger Valuation Premium: Sam Altman or Elon Musk
34:42 Why We Got the SaaS Apocalypse Wrong?
43:09 Why Salesforce Could be the Best Buy in Public Markets
49:03 Block Lays Off 40% of Team: AI or Overhiring
01:02:45 Cursor Hits $2BN in ARR… so not Dead?
01:17:01 How to Pick Winners in AI?

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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 #openai #cursor #ai #elonmusk #saas #samaltman

## Stats

- **Views:** 14,394
- **Likes:** 197
- **Shares:** 0
- **Comments:** 74

## Credits

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

## Tags

samaltman, openai, harrystebbings, anthropic, saas, ai, roryodriscoll, elonmusk, cursor, jasonlemkin, 20vc

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