Citrini Research Breakdown: Agents, "Ghost GDP", Consumer Spend | Figma Earnings Beat
20VC with Harry Stebbings·2026-02-26 14:59
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 01:14 Anthropic Security Product Wipes Billions Off Public Markets 10:38 Do Agents Turn SaaS I ...