Episodes featuring Jason Lemkin
Browse episodes where Jason Lemkin appears as host or guest. View all episodes →
SpaceX's Financials Leaked: Is it Worth $2TN | Meta Debuts Muse Spark: Are They Back in the AI Race?
Stebbings and guests dissect the AI landscape's most consequential developments: Anthropic's Mythos model revealing massive cybersecurity vulnerabilities, the impending irre...
OpenAI Kills Sora & Hits $100M ARR on Ads | Oura Going Public & Whoop Raises at $10BN
This episode dissects the seismic shifts in AI and tech's business landscape, from Anthropic's explosive growth and OpenAI's strategic retreat from consumer products to ...
Why You Need a $1B Fund To Do Series A | SpaceX at $2TRN & Data Centers in Space | Groq's $20BN Deal
In this episode of 20VC, Harry Stebbings, Jason Lemkin, and Rory O'Driscoll examine a transformative week in tech, including **Anthropic's dramatic shift in enterprise AI spendi...
NVIDIA Predicts $1TRN in Revenue: Everything You Need to Know From GTC & Anduril Lands $20B Contract
Hosts Harry Stebbings, Jason Lemkin, and Rory O'Driscoll discuss NVIDIA's $1 trillion revenue forecast, the implications of massive capex spending for AI infrastructure, and...
Anthropic vs The Pentagon: Who Wins? | OpenAI's $110BN Mega Round | Cursor Hits $2BN in ARR
This episode examines the collision between AI companies and government power, featuring discussion of Anthropic's Pentagon conflict, **OpenAI's $110 billion funding rou...
Anthropic's Super Bowl Ad: Who Won & Lost? | Sierra Hits $150M ARR: Is Customer Support Too Crowded?
In this episode of 20VC, host Harry Stebbings brings together Mike Cannon-Brooks (Atlassian co-founder), Jason Lemkin (SaaS expert), and Rory O'Driscoll to debate wh...