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.
410 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.
282 snips
Oct 30, 2025 • 1h 24min
20VC: a16z Raises $10BN in New Funds | Mercor Raises $350M at a $10BN Valuation | OpenAI Restructuring: Who Wins and Who Loses | Why IRR is a BS Metric and Three Ways to Win in VC Today
Rory O'Driscoll, a veteran VC specializing in SaaS, and Jason Lemkin, founder of SaaStr and growth-focused investor, dive into the dynamics of the current venture capital landscape. They dissect OpenAI's restructuring and who really wins from it. The duo also explores a16z's $10B fundraise and implications for scale in VC. They challenge the traditional IRR metric, proposing smarter strategies for VCs today while examining Mercor's impressive $350M raise amidst AI training needs. Amazon's recent struggles round out their insightful discussion.
245 snips
Oct 2, 2025 • 1h 17min
20VC: Are Burn Multiples BS in an AI World | Sam Altman Needs $1TRN of Energy | Klarna, Figma, Stubhub, all Down: Are Public Markets Turning? | FiveTran and DBT: Is the Wave of Consolidation About to Begin?
In this engaging discussion, seasoned SaaS investor Jason Lemkin and venture investor Ryo Driscoll delve into the significance of burn multiples in the AI landscape. They highlight how AI-native companies challenge traditional metrics of capital efficiency. The duo explores recent volatility in public markets, considering the implications for major players like Klarna and Figma. They also tackle the staggering $1 trillion energy demand projected for OpenAI and the potential consolidation in the software sector prompted by the FiveTran and dbt merger.
