# @20vc on YouTube

- **Type:** Video
- **Original URL:** https://youtube.com/watch?v=8skbt979n2o
- **Gondola URL:** https://gondola.cc/posts/69910855-20vc-youtube
- **Thumbnail:** https://img.gondola.cc/tr:w-,h-,fo-auto/postThumbnails/e5b5b7acb9.jpg
- **Posted:** 2026-09-03T13:55:55.000+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
01:06 - NVIDIA Crushes Another Quarter
07:36 - Why NVIDIA Wants to Buy Hugging Face
10:44 - Why OpenAI Cut Off Cursor
15:29 - AI Agents and the New Cybersecurity Risk
21:54 - Should You Trust AI Agents With Your Credit Card and Email?
37:08 - Cognition at $46BN: Did We Underestimate Coding TAM?
41:33 - Does Every Startup Have to Become a Compound Company?
47:47 - Are European Startups Underfunded for the AI Race?
50:53 - Are VCs Really Kingmaking AI Winners?
55:03 - Can Salesforce Survive the AI Transition?
01:06:22 - Why Clay Could Be Cheap at $7BN
01:12:46 - The Bull Case for Linear at $2.5BN
01:15:31 - What Happens When AI Agents Choose the Software They Buy?

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Subscribe on Spotify:
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Subscribe on Apple Podcasts:
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Follow Harry Stebbings on X:
https://x.com/harrystebbings  

Follow Jason Lemkin on X:
https://x.com/jasonlk  

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https://x.com/rodriscoll  

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Visit our Website:
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Legal Disclaimer:
The content of this podcast is for informational and entertainment purposes only and does not constitute financial or investment advice. Any discussion of stocks, public markets, or investment strategies reflects the personal opinions of the speakers and should not be relied upon when making investment decisions. Figures, valuations, and financial data referenced may be estimates or subject to error. Always consult a qualified financial adviser before making any investment decision. The views expressed are those of the individual speakers and do not represent the views of 20VC or its affiliates.

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#20vc #harrystebbings #roryodriscoll #jasonlemkin #nvidia #huggingface #cursor #openai #instinctai

## Stats

- **Views:** 6,010
- **Likes:** 76
- **Shares:** 0
- **Comments:** 17

## Credits

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

## Tags

instinctai, openai, huggingface, harrystebbings, roryodriscoll, cursor, nvidia, jasonlemkin, 20vc

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