Jason Lemkin
Founder of SaaStr and venture capitalist. Previously founded Storm Ventures.
Top 5 podcasts with Jason Lemkin
Ranked by the Snipd community
580 snips
Aug 7, 2025 • 1h 21min
20VC: Figma's 250% Pop - The Greatest IPO Mispricing Ever | Meta and Microsoft Blowout Quarters: Broken Down | Cognition Raises at $15BN and Ramp at $22BN | CRV Downsizing and What It Means for LPs and GPs
Join Brian Halligan, co-founder of HubSpot, Rory O’Driscoll from Scale Venture Partners, and SaaStr's Jason Lemkin as they unpack the eyebrow-raising IPO mispricing of Figma. They discuss why founders crave a stock pop despite the risks and the complexities of CEO compensation. The trio also breaks down Meta's strong quarter, the mammoth $15B valuation of Cognition, and the implications of Ramp’s $22B funding round. Dive into the evolving tech landscape and the future of venture capital in a candid, insightful conversation.
462 snips
Nov 27, 2025 • 1h 30min
20VC: Anthropic Raises $30BN from Microsoft and NVIDIA | NVIDIA Core Business Threatened by TPU | Sam Altman's "War Mode" Analysed | Sierra Hits $100M ARR: Justifies $10BN Price? | Lovable Hits $200M ARR & Rumoured $6BN Round
Jason Lemkin, a seasoned SaaS investor, and Rory O'Driscoll, an experienced venture capitalist, dive into the multi-billion dollar investment Anthropic secured from Microsoft and NVIDIA. They discuss the implications of Sam Altman's 'War Mode' memo at OpenAI, questioning whether it's effective or just hollow rhetoric. The conversation also explores NVIDIA's customer concentration risks, and whether hyperscalers should build their own chips. They analyze the rapid growth of Sierra and Lovable, discussing their valuations and market strategies amidst the evolving AI landscape.
427 snips
Oct 9, 2025 • 1h 25min
20VC: OpenAI's Multi $BN Deal with AMD | Polymarket, Vercel and Supabase Raise Mega Rounds | Does King Making Really Work in Venture Capital: Harvey vs Legora | Chamath is Back: The SPAC is Back
Join Rory O’Driscoll, a seasoned VC partner with insights into SaaS and market dynamics, and Jason Lemkin, founder of SaaStr and expert on startup fundraising. They dive into OpenAI's groundbreaking partnership with AMD and its implications for the tech landscape. The duo discusses venture capital's forgiving nature regarding valuations, analyses mega funding rounds, and debates the efficacy of kingmaking in venture. With SPACs making a comeback, they explore whether Chamath’s latest initiative signals a new era for IPOs.
396 snips
Aug 14, 2025 • 1h 22min
20VC: GPT5: Sam Altman's Masterplan or a Gift To Anthropic | Palantir & Shopify Crush Earnings | Monday & Datadog Perform But Hit Hard by Wall St | Should Perplexity Buy Chrome for $34.5BN |
Jason Lemkin, founder of SaaStr and a SaaS expert, joins Rory O’Driscoll, a partner at Scale Venture Partners, to dissect the latest in tech finance. They explore whether GPT-5 was the biggest AI letdown and dissect OpenAI's strategies toward Anthropic. The duo analyzes the remarkable performance of Palantir and Shopify in the B2B arena, alongside the unpredictable stock reactions to Datadog's stellar earnings. They also tackle the potential implications of Perplexity's rumored acquisition of Chrome and the evolving job market influenced by automation.
338 snips
Dec 4, 2025 • 1h 13min
20VC: Thrive & OpenAI Partnership | Eventbrite Acquired for $500M | Databricks Raising $5BN at $134BN Valuation: Cheap or Not? | Why SaaS is Like Japan and The TAM Trap in Software
Jason Lemkin, founder of SaaStr and a SaaS investment guru, joins Rory O'Driscoll, a seasoned venture capitalist, to dive deep into the evolving landscape of tech investments. They explore the implications of Thrive's partnership with OpenAI and dissect Databricks' hefty $5BN raise at $134BN valuation. The duo also tackles the TAM trap in SaaS, reflecting on market saturation and the future of pricing models amid rising AI pressures. With insights into mergers and the strategic shifts in the market, their discussion reveals a critical view on growth vs. efficiency.
