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20VC: Thrive & OpenAI Partnership | Eventbrite Acquired for $500M | Databricks Raising $5BN at $134BN Valuation: Cheap or Not? | Why SaaS is Like Japan and The TAM Trap in Software

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20VC: Thrive & OpenAI Partnership | Eventbrite Acquired for $500M | Databricks Raising $5BN at $134BN Valuation: Cheap or Not? | Why SaaS is Like Japan and The TAM Trap in Software

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

Dec 04
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

Dec 04
OverviewShownoteHighlightsTranscriptChaptersPins

Shownote

AGENDA: 04:20 Thrive and OpenAI Partnership  07:14 Databricks Raising $5BN at $134BN Valuation: Cheap or Not? 17:39 Eventbrite Acquired by Bending Spoons for $500M 21:39 Pagerduty's $1BN Market Cap, Just 2x Revenue 26:59 The TAM Trap: Why SaaS Is Like...

Highlights

This podcast explores key dynamics shaping the future of technology, venture capital, and SaaS, focusing on strategic investments, market valuations, and the transformative impact of AI on business models and labor markets.
06:46
The best marketing in venture capital is to get close to the biggest deals.
17:06
Enterprises want AI agents to access data from multiple sources, with Snowflake as a likely central hub.
17:40
Gainsight and Drift were kicked off Salesforce due to security breaches, raising concerns about third-party AI app safety.
23:58
Smart money sees value in acquiring underperforming public companies at low multiples
31:25
AI enables SaaS companies to charge based on labor savings rather than seats
42:35
Google launched its ChatGPT competitor in under 10 months, signaling intense AI race urgency.
49:54
Traditional wealth management firms take 1% of assets for limited services, leaving room for AI disruption.
54:22
The real challenge is building a big company, not just getting a markup.
1:01:14
AI could remove friction from wealth management and build a multi-billion-dollar company

Chapters

No substantive content discussed.
00:00
Thrive and OpenAI Partnership
04:20
Databricks Raising $5BN at $134BN Valuation: Cheap or Not?
07:14
Eventbrite Acquired by Bending Spoons for $500M
17:39
Pagerduty's $1BN Market Cap, Just 2x Revenue
21:39
The TAM Trap: Why SaaS Is Like Japan
26:59
Lessons from Companies Hitting $100M ARR
37:42
The Future of Labour Markets is F******
44:57
The Importance of Compounding in Investments
52:10
The Relevance Game in Venture Capital
56:45
Supabase at $5BN or Lovable at $6BN: Which One?
1:05:01

Transcript

Jason Lemkin: Google did a code red three years ago on them, and now they're doing a code red back. How much extra in multiple do you pay for? How much extra in growth? Rory O'Driscoll: The majority of the private task companies, I think, are in a TAM tra...