Uploaded July 2026 | Updated September 2026, 2 weeks ago
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
01:08 China's New Open Weight Models — Should the US Be Worried?
07:14 OpenAI's "AI Communism" Tweet Causes a Firestorm
13:45 Why Can't the US Build a Competitive Open Weight Model?
19:35 Open Router in Talks to Sell
31:27 Fireworks AI Raises at $17.5B
36:32 The Application Layer Still Hasn't Arrived
52:28 Stripe & Advent Bid to Take PayPal Private
1:04:18 Databricks at $188B: Private Companies Acting Public
1:18:34 Nuclear Energy: The Quiet Progress Nobody Talks About
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Try Plaud at plaud.ai/20VC and use code "20VC" for 10% off.
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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:
instagram.com/20vchq
Follow 20VC on TikTok:
tiktok.com/@20vc_tok
Visit our Website:
20vc.com
Subscribe to our Newsletter:
https://www.thetwentyminutevc.com/con...
-----------------------------------------------
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 #kimi #openai #opensource #openrouter #stripe #paypal
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.
-----------------------------------------------
Timestamps:
00:00 Intro
01:08 China's New Open Weight Models — Should the US Be Worried?
07:14 OpenAI's "AI Communism" Tweet Causes a Firestorm
13:45 Why Can't the US Build a Competitive Open Weight Model?
19:35 Open Router in Talks to Sell
31:27 Fireworks AI Raises at $17.5B
36:32 The Application Layer Still Hasn't Arrived
52:28 Stripe & Advent Bid to Take PayPal Private
1:04:18 Databricks at $188B: Private Companies Acting Public
1:18:34 Nuclear Energy: The Quiet Progress Nobody Talks About
----------------------------------------------------------------------------------------------
Try Plaud at plaud.ai/20VC and use code "20VC" for 10% off.
----------------------------------------------------------------------------------------------
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:
instagram.com/20vchq
Follow 20VC on TikTok:
tiktok.com/@20vc_tok
Visit our Website:
20vc.com
Subscribe to our Newsletter:
https://www.thetwentyminutevc.com/con...
-----------------------------------------------
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.
-----------------------------------------------
#20vc #harrystebbings #roryodriscoll #jasonlemkin #kimi #openai #opensource #openrouter #stripe #paypal
