The Twenty Minute VCGroq’s $20BN NVIDIA Deal | Why Sam Altman Doesn’t Care About Dilution & Invisible Unemployment 2026
Episode Details
EPISODE INFO
- Released
- January 8, 2026
- Duration
- 1h 27m
- 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 01:10 Groq Acquired by NVIDIA for $20BN 16:45 Meta's $2BN Acquisition of Manus: Did They Sell Too Early 37:51 OpenAI's Stock-Based Compensation Strategy 01:00:48 Navan Trading at 4x ARR: Who is Good Enough to Go Public? 01:15:45 The Rise of Invisible Unemployment 01:17:25 The Future of Work and Education in an AI-Driven World ---------------------------------------------------------------------------------------------- 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... ----------------------------------------------- #20vc #harrystebbings #roryodriscoll #jasonlemkin #groq #meta #ai #nvidia #unemployment #samaltman #manus
SPEAKERS
Jason Lemkin
guestFounder of SaaStr and SaaS-focused venture investor/operator with multiple billion-dollar exits.
Harry Stebbings
hostFounder and host of 20VC, interviewing venture and technology leaders.
Rory O’Driscoll
guestVenture capitalist and board-level investor with experience on compensation committees and long-term tech investing.
EPISODE SUMMARY
In this episode of The Twenty Minute VC, featuring Jason Lemkin and Harry Stebbings, Groq’s $20BN NVIDIA Deal | Why Sam Altman Doesn’t Care About Dilution & Invisible Unemployment 2026 explores aI compute arms race reshapes deals, equity, IPOs, and employment markets NVIDIA’s rumored $20B Groq acquisition is framed as an inference-era defensive move to remove a credible latency-focused competitor and protect extraordinary GPU margins.
RELATED EPISODES
