The Twenty Minute VCMichael Burry Shorts NVIDIA and Palantir & Has Defensibility Died in a World of AI?
Episode Details
EPISODE INFO
- Released
- November 13, 2025
- Duration
- 1h 17m
- 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 01:06 Sequoia's Leadership Transition 07:31 Michael Burry's Big Short on Nvidia and Palantir 14:38 Gamma Raises $100M at a $2BN Valuation 28:39 Does Defensibility Exist Today When Copying is Easy 40:09 Should All Funds Be Way More Diversified 50:02 How to Run a Fundraising Process & What Not To Do 01:00:47 Datadog Surges 20% and Duolingo Crashes: What Happened ---------------------------------------------------------------------------------------------- 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 #sequoia #ai #vc #michaelbury #bigshort #palantir #gamma
SPEAKERS
Jason Lemkin
guestFounder of SaaStr and a SaaS-focused investor and operator.
Rory O’Driscoll
guestVenture capitalist focused on investing in software and technology companies.
Harry Stebbings
hostFounder and host of 20VC (The Twenty Minute VC).
EPISODE SUMMARY
In this episode of The Twenty Minute VC, featuring Jason Lemkin and Rory O’Driscoll, Michael Burry Shorts NVIDIA and Palantir & Has Defensibility Died in a World of AI? explores aI accelerates venture competition, undermines moats, reshapes fundraising strategies fast Sequoia’s leadership transition is framed as a response to AI-era competitive pressure and the need for faster adaptation than traditional venture playbooks allow.
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