The Twenty Minute VCCanva Slahes Growth | Talent Exodus at Google | Revolut's $50B CEO Package | Musk's $55B Terrafab
Episode Details
EPISODE INFO
- Released
- August 13, 2026
- Duration
- 1h 29m
- Channel
- The Twenty Minute VC
- Watch on YouTube
- ▶ Open ↗
EPISODE DESCRIPTION
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 01:25 Canva Cuts 2026 Growth by a Third — Is the No-Code Era Over? 08:26 Figma vs Canva — Who Is More Exposed to AI? 14:12 The Fortnite-ification of Software: ChatGPT Bundling Kills Standalone Tools 17:26 Companies That Hesitated in 2023–24 Will Pay the Bill in 2026–27 20:50 Which Pre-AI Companies Have Successfully Caught the Wave? 34:03 Jeff Dean & Demis Hassabis Leave Google 44:19 Why Anthropic Kept Its Best AI Talent While Google Couldn't 46:59 The God Tier Compensation Problem: Three Pay Bands Now Exist in Tech 56:13 Elon Musk's $55BN Terrafab Bet to Break Free from TSMC 01:04:25 Revolut's $50BN CEO Pay Package 01:09:29 Non-Founder-Run Companies Are All Going to Zero in the AI Era 01:17:10 Whatnot Raises at $20B 01:22:31 Atlassian Kills Free Loom Seats 01:24:29 Is the Atlassian Story the Canva Story Coming? 01:24:50 HubSpot at $10B — How Long Until It Gets Bending Spooned? ---------------------------------------------------------------------------------------------- Subscribe on Spotify: https://open.spotify.com/show/3j2KMcZ... Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast... Follow Harry Stebbings on X: https://x.com/harrystebbings Follow Jason Lemkin on X: https://x.com/jasonlk Follow Rory O’Driscoll on X: https://x.com/rodriscoll Follow 20VC on Instagram: https://www.instagram.com/20vchq Follow 20VC on TikTok: https://www.tiktok.com/@20vc_tok Visit our Website: https://www.20vc.com Subscribe to our Newsletter: https://www.thetwentyminutevc.com/con... ----------------------------------------------- Legal Disclaimer: The content of this podcast is for informational and entertainment purposes only and does not constitute financial or investment advice. Any discussion of stocks, public markets, or investment strategies reflects the personal opinions of the speakers and should not be relied upon when making investment decisions. Figures, valuations, and financial data referenced may be estimates or subject to error. Always consult a qualified financial adviser before making any investment decision. The views expressed are those of the individual speakers and do not represent the views of 20VC or its affiliates. ----------------------------------------------- #20vc #harrystebbings #roryodriscoll #jasonlemkin #canva #revolut #terrafab #google
SPEAKERS
Rory O’Driscoll
guestVenture capitalist and investor, offering VC/finance-driven analysis of SaaS and AI-era business models.
Harry Stebbings
hostFounder and host of The Twenty Minute VC (20VC).
Jason Lemkin
guestFounder of SaaStr and venture investor focused on SaaS and growth-stage company building.
EPISODE SUMMARY
In this episode of The Twenty Minute VC, featuring Rory O’Driscoll and Harry Stebbings, Canva Slahes Growth | Talent Exodus at Google | Revolut's $50B CEO Package | Musk's $55B Terrafab explores aI platform shift squeezes SaaS: growth, talent, compute, and control Canva’s growth deceleration is framed less as a single-quarter issue and more as a signal that prosumer “no-code” creative tools are highly exposed to AI bundling, agentic workflows, and rising AI serving costs.
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