Venture Capital & Investment - Scale's General Partner Rory O'Driscoll has invested in category leaders like Bill.com, Box, and DocuSign [1] - Jason Lemkin is a leading SaaS investor with a portfolio including Algolia, Talkdesk, and RevenueCat [1] - Discussion includes whether Seed and Series A valuations are currently at dangerous highs [1] - The conversation explores whether a single founder can build a unicorn [1] Company Performance & Strategy - The report analyzes why Datadog's stock tanked despite its best quarter ever [1] - Palantir's 50% growth at scale and whether it can last, along with if Palantir is overpriced, are discussed [1] - Shopify's path to 91% revenue growth with 30% fewer staff is examined [1] AI & Technology - The report questions if GPT-5 was a letdown [1] - The discussion covers Perplexity's potential acquisition of Chrome for $34.5 billion [1] - Analysis of the $3 billion N8N deal, questioning if it's a genius bet or bubble FOMO [1]
Sam Altman's Masterplan or a Gift to Anthropic? Palantir & Shopify Crush Earnings
20VC with Harry Stebbingsยท2025-08-14 13:55