Rory O’Driscoll
Venture capital partner and commentator with deep experience in SaaS and enterprise software; regular co-host on The Twenty Minute VC where he provides macro, technical, and market-focused analysis.
Top 10 podcasts with Rory O’Driscoll
Ranked by the Snipd community
724 snips
Apr 23, 2026 • 1h 41min
20VC: Cursor Acquired for $60BN by xAI | Anthropic Hits $1TRN in Secondary Markets | Did Anthropic Just Kill Figma, Adobe and Canva | Rippling Hits $1BN in ARR | Salesforce Goes Headless: Smart or Stupid | Cerebras IPO 2.0
Jason Lemkin, SaaS founder behind SaaStr and EchoSign, joins Rory O’Driscoll, a VC focused on software and AI. They dig into Cursor’s wild $60B xAI tie-up, Anthropic’s $1T secondary surge, and whether Claude Design rattles Figma, Adobe, and Canva. They also hit Rippling’s $1B ARR run, Salesforce’s headless AI bet, and Cerebras taking another swing at Nvidia.
679 snips
Jul 2, 2026 • 1h 17min
20VC: Dario and Anthropic Declare War on Open-Source | Coinbase Slash AI Spend by 50% | Kalshi's $40BN Valuation and Impending IPO | Bending Spoons: Smartest IPO of 2026 and the Year for SaaS Roll-Ups
Jason Lemkin, SaaS investor and operator, and Rory O'Driscoll, veteran VC and market analyst, debate AI economics and software strategy. They tackle Coinbase cutting AI spend, whether open-source models will upend frontier-model pricing, regulatory risks around Chinese-distilled models, Kalshi's massive valuation and consumer betting, SpaceX's IPO impact, and why Bending Spoons’ roll-up playbook could define 2026 SaaS moves.
659 snips
Feb 5, 2026 • 1h 34min
20VC: SpaceX Completes Acquisition of xAI | The 2026 SaaS Massacre: Public Market Collapse | Microsoft's $360 Billion Market Cap Loss | NVIDIA's $100BN Investment Dispute with OpenAI | Waymo Raises $16 Billion at a $110 Billion Valuation
Jason Lemkin, SaaS investor and founder of SaaStr, and Rory O'Driscoll, enterprise-focused VC, trade rapid takes on market-moving tech deals and AI-driven shifts. They cover SpaceX buying xAI and its implications, the 2026 SaaS market collapse and which software categories are at risk, Microsoft and Nvidia controversies, Waymo’s huge raise, and the rise of agent networks and next-gen CRM.
629 snips
Feb 26, 2026 • 1h 20min
20VC: Anthropic Wipes Billions Off Markets | Citrini Research: The Ultimate Breakdown: Agents, "Ghost GDP", Consumer Spend etc. | Figma Earnings Beat & Four Public Stocks to Buy | Jack Altman Joins Benchmark
Rory O'Driscoll, enterprise software investor and market strategist; Jason Lemkin, SaaS founder and investor behind SaaStr. They dissect Anthropic's security product and market shock. They debate whether agents will shrink SaaS incumbents and if consumer delegation can replace services like DoorDash. They unpack Citrini's "ghost GDP" idea, Figma's AI-powered rebound, public stock picks, and Jack Altman joining Benchmark.
585 snips
May 28, 2026 • 1h 25min
20VC: OpenAI & SpaceX S1 Drops | NVIDIA's $81BN Revenue Quarter | Cloudflare and ClickUp Do Controversial Layoffs | Exa, OpenRouter and Polsia Raise Mega Rounds | Uber and Microsoft Declare AI ROI for Developers is Questionable
Jason Lemkin, SaaS investor and SaaStr founder, offers go-to-market and operational takes. Rory O'Driscoll, enterprise and cloud-focused VC, brings market and infrastructure perspective. They dissect Nvidia's $81B quarter, question measurable AI ROI at Uber and Microsoft, debate OpenAI and SpaceX S-1 timing and valuations, and unpack big rounds, controversial layoffs, and infra plays like Exa and OpenRouter.
582 snips
Jul 16, 2026 • 1h 23min
20VC: Apple Sues OpenAI | Zuckerberg Back on X and Challenging Codex and Claude Code | SK Hynix's $26BN IPO | Is Seed Investing Dead: Jason Calacanis Departs Seed for Growth | Greylock Raises New $1.5BN Fund
Jason Lemkin, SaaS founder-turned-investor, and Rory O'Driscoll, deep-stage VC and industry analyst, dissect tech's biggest headlines. They debate Apple suing OpenAI and whether hardware plans are at risk. They unpack Meta's Spark comeback, exploding AI spend and token economics. They also analyze SK Hynix's huge IPO, the shift from seed to growth, and Greylock’s new $1.5B fund.
582 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.
565 snips
May 14, 2026 • 1h 18min
20VC: Anthropic Buys Compute From Elon & Commits $200BN to Google | Cerebras IPO: The Breakdown | Ramp's $40BN Latest Valuation | Hubspot Tanks, Monday Rockets: WTF is Happening in Public Markets
Jason Lemkin, SaaS investor and founder behind SaaStr, and Rory O'Driscoll, macro and infrastructure-focused VC, dissect big AI deals and market moves. They unpack Anthropic buying SpaceX capacity and a $200B Google commit. They debate whether model labs will replace vertical apps, analyze Cerebras’ IPO and Ramp’s valuation, and explain wild swings in SaaS public markets.
560 snips
Apr 9, 2026 • 1h 27min
20VC: Anthropic Surpasses OpenAI Revenue | OpenAI Acquisition of TBPN: Analysed | OpenAI Management Team Reboot | YC Kicks Delve Out | Mercor Hack and Why Now is the Time for Cyber | Supabase Raising at $10BN & Doug Leone Returns to Sequoia
Rory O’Driscoll, a veteran tech investor, joins Jason Lemkin, SaaStr founder and SaaS investor, for a fast-moving debate on Anthropic overtaking OpenAI in revenue, OpenAI’s leadership reshuffle, and the TBPN acquisition. They also dig into SpaceX’s IPO ambitions, YC pushing out Delve, Supabase’s $10B momentum, OpenRouter’s rise, and why the Mercor hack puts cyber back in focus.
520 snips
Aug 20, 2026 • 1h 13min
20VC: SpaceX Buys Cursor for $60BN | Stripe's $8BN OpenRouter Bet | Anthropic's First Profit & The Math Behind Reaching $600BN in Revenue? | Lovable and Higgsfield Raise Mega Rounds
Jason Lemkin, SaaS founder and investor known for scaling go-to-market teams, and Rory O'Driscoll, veteran VC focused on SaaS and developer platforms, debate big AI M&A moves. They cover SpaceX buying Cursor for $60B, Stripe’s OpenRouter play, Anthropic hitting profitability and its path to massive revenue, Silver Lake’s Workday bid, and contrasting valuations at Lovable and Higgsfield.
