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20VC with Harry Stebbings·2026-02-19 15:00
Jason Lemkin is one of the leading SaaS investors of the last decade with a portfolio including the likes of Algolia, Talkdesk, Owner, RevenueCat, Saleloft and more. Rory O’Driscoll is a General Partner @ Scale where he has led investments in category leaders such as Bill.com (BILL), Box (BOX), DocuSign (DOCU), and WalkMe (WKME), among others. ----------------------------------------------- Timestamps: 00:00 Intro 00:42 Anthropic's $30B Raise at $380B 05:53 Why SaaS Stocks Keep Getting Crushed 20:53 Wall St ...