The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch 20VC: Why Seed is for Suckers | a16z's $20BN Fund & Founders Fund's $4.6BN: What Makes Them So Good | Why Josh Kushner Is the Master of Venture Capital Strategy | Why Extended Private Markets Screw US Citizens with Jason Lemkin and Rory O'Driscoll
362 snips
Apr 17, 2025 
Join Jason Lemkin, a SaaS investor known for his impressive portfolio including Algolia and Talkdesk, and Rory O'Driscoll, a General Partner at Scale, as they dissect the evolving landscape of venture capital. They discuss why seed investing may be misguided and the increasing risks of venture capital today. The duo explores insights on a16z's hefty $20BN fund, the strategy genius of Josh Kushner, and the ethical challenges in B2B practices, all while navigating the delicate balance between opportunity and caution in a shifting market.
AI Snips
Chapters
Transcript
Episode notes
Thrive Capital's Strategy
- Thrive Capital's strategy was to invest in the best companies in each sector.
- This allowed them to achieve liquidity faster with potentially higher absolute returns.
SaaS Metric Reliability
- Traditional SaaS investing metrics, like NRR and growth rates, are less reliable.
- The rise of AI startups has disrupted the predictability of SaaS metrics.
SaaS Saturation and AI Risk
- The SaaS market has saturated, causing growth rates to flatten.
- AI startups experience rapid product market fit changes, making investing riskier.