Jason Lemkin
Co-host of The Daily Deal, a tech and venture capital focused podcast; also known for his SaaS expertise.
Top 5 podcasts with Jason Lemkin
Ranked by the Snipd community
362 snips
Apr 17, 2025 • 1h 29min
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
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.
327 snips
May 1, 2025 • 1h 25min
20VC: Why Fund Returners Are Not Enough Anymore | Why Sequoia Had the Best Strategy at the Worst Time | What it Takes to Be Good at Series A and B Today | Benchmark Leads Manus Round: Should US Funds Invest in Chinese AI
In this insightful discussion, venture capitalists Jason Lemkin, Rory O'Driscoll, and Fabrice Grinder share their expertise. They highlight that fund returners are no longer sufficient in today’s market, and discuss the impressive yet precarious strategy Sequoia employed during tough times. They also explore the essentials of succeeding at Series A and B rounds amidst rising risks. The conversation delves into the AI landscape, debating whether US funds should invest in Chinese AI amidst geopolitical tensions, and how the investment culture differs between the US and Europe.
302 snips
May 7, 2025 • 1h 12min
20VC: Benchmark vs a16z: Why Stage Specific Firms Win | Windsurf Sells For $3BN | Decagon Raises at 100x ARR | Do Mega Funds Win the Future of VC | What Does Harvard's Losing Their For-Profit Status Mean for VC
Jason Lemkin, founder of SaaStr, and Rory O'Driscoll, a partner at Scale Venture Partners, dive into the dynamics of venture capital. They analyze the implications of the $3 billion Windsurf acquisition and discuss the competitive edge of stage-specific firms like a16z compared to others. The conversation covers the risk of AI-induced unemployment and its impact on the workforce, while also shedding light on what Harvard's for-profit status loss means for venture capital. They explore why mega funds might dominate the future landscape of investments.
265 snips
Apr 24, 2025 • 1h 26min
20VC: OpenAI's $3BN Acquisition of Windsurf: The Breakdown | Are Endowment Funds F******* & How LP Deployment to Venture Will Change in 2025 | Why Revenue Multiples are BS, The Rise of AI Rollups and Multi-Stage Funds Destroying Seed Investing
Rory O'Driscoll, a partner at Scale Venture Partners with over 25 years in venture capital, and Jason Lemkin, co-founder of SaaStr and expert on SaaS, dive into the recent $3 billion acquisition of Windsurf by OpenAI. They discuss why multi-stage funds are undermining seed investments, the challenges faced by endowment funds, and why revenue multiples may be misleading. The rise of AI rollups and their implications for competitive markets also get a thorough analysis, alongside insights on how to navigate evolving investment landscapes.
235 snips
May 15, 2025 • 1h 15min
20VC: Tiger Global Saved by OpenAI | Coatue's New Fund: Hype or Substance | Why SBF is the Greatest Investor of the Last 5 Years | Why Big Funds are Investing in Perplexity
Jason Lemkin, founder of SaaStr, and Rory O'Driscoll, partner at Coatue, dive into the fast-paced world of venture capital. They explore how Tiger Global might leverage OpenAI for a comeback, debate the merits of investing in AI companies like Perplexity, and discuss why cryptocurrency whiz Sam Bankman-Fried is deemed an exceptional investor. The conversation also highlights the impact of AI on sales and marketing, pressing companies to innovate rapidly amidst competitive market pressures.
