# @20vc on YouTube

- **Type:** Video
- **Original URL:** https://youtube.com/watch?v=R8YC8OCnDxM
- **Gondola URL:** https://gondola.cc/posts/59287785-20vc-youtube
- **Thumbnail:** https://img.gondola.cc/tr:w-,h-,fo-auto/postThumbnails/fe9f82929c.jpg
- **Posted:** 2026-03-12T15:06:32.000+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
01:09 Anthropic vs. the Pentagon: The Billion Dollar Supply Chain War
04:49 B2B Panic: Why Leading Companies Are Losing Deals to OpenAI
08:09 The Anthropic Endgame: Will Claude Eclipse ChatGPT?
15:49 The Data Center Arms Race: Is the AI Hype Cycle Finally Dead?
17:19 24/7 Persistent AI: Why You'll Soon Need Data Centers in Space
33:13 The Death of the Junior: Why Entry-Level Jobs are Vanishing
43:53 Agent-Led Growth: The Secret Reason Startups are Exploding in 2026
49:46 The Era of Gentle Deceleration Is Dead: Public Markets Turn Brutal
01:01:16 Figma Make Is Terrible? The Failure of Quarterly Software Releases
01:06:56 The Ultimate Stock Picks: What to Buy and Sell Right Now

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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 #ai

## Stats

- **Views:** 11,114
- **Likes:** 113
- **Shares:** 0
- **Comments:** 45

## Credits

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

## Tags

openai, harrystebbings, anthropic, ai, roryodriscoll, jasonlemkin, 20vc

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