The Twenty Minute VCNVIDIA Predicts $1TRN in Revenue: Everything You Need to Know From GTC & Anduril Lands $20B Contract
Episode Details
EPISODE INFO
- Released
- March 19, 2026
- 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 01:12 NVIDIA's GTC: What You Need to Know 09:27 Meta's 20% Layoffs & Atlassian Lets Go of 1,600 20:33 How to Test AI Fluency in Employees 30:30 Anduril Lands $20BN Army Contract 48:24 Travis Kalanick Returns With Atoms 51:55 If Travis Kalanick Ran Uber Today, Would it be $1TRN Company? 58:56 When is it Right to Replace Founders 01:08:25 Adobe CEO Exit Shock ---------------------------------------------------------------------------------------------- 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 #traviskalanick #nvidiagtc #anduril #ai #adobe #seedfunds
SPEAKERS
Jason Lemkin
guestFounder of SaaStr and venture investor known for scaling SaaS companies and advising CEOs.
Rory O’Driscoll
guestVenture capital partner and investor with board-level experience in technology companies.
Harry Stebbings
hostFounder and host of The Twenty Minute VC (20VC), interviewing and moderating top investors and operators.
EPISODE SUMMARY
In this episode of The Twenty Minute VC, featuring Jason Lemkin and Rory O’Driscoll, NVIDIA Predicts $1TRN in Revenue: Everything You Need to Know From GTC & Anduril Lands $20B Contract explores nVIDIA’s AI boom, job reshuffles, defense scale, and founder debates NVIDIA’s GTC “$1T” demand message is interpreted as largely consistent with analyst forecasts, with the deeper implication being several more years of unprecedented AI infrastructure CapEx.
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