The Twenty Minute VCPredictions for 2026: Top Buy & Biggest Short | Why Salesforce Could Win & NVIDIA’s Challenges
Episode Details
EPISODE INFO
- Released
- December 22, 2025
- Duration
- 1h 12m
- 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 01:23 Founder of the Year 2025 08:33 Fund of the Year 21:27 Breakout Companies of 2025: Who Made the Biggest Impact? 28:35 Biggest Surprises of 2025 35:36 Predictions for 2026: Top Performing Tech Stocks of the Year 39:21 B2B Stocks to Watch 41:50 Why Salesforce Could Be the Buy of 2026 54:50 Google, Meta, Apple, NVIDIA, Microsoft: Buy One, Short One 01:01:40 IPO Speculations: Who Will Go Public in 2026 01:07:48 The Impact of AI on Employment ---------------------------------------------------------------------------------------------- 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 #predictions2026 #buy #short #nvidia #salesforce
SPEAKERS
Jason Lemkin
guestSaaS investor and founder of SaaStr, focused on scaling software companies.
Rory O’Driscoll
guestVenture capitalist and board member with experience investing in and advising technology companies.
Harry Stebbings
hostFounder and host of The Twenty Minute VC (20VC), interviewing leading investors and founders.
EPISODE SUMMARY
In this episode of The Twenty Minute VC, featuring Jason Lemkin and Rory O’Driscoll, Predictions for 2026: Top Buy & Biggest Short | Why Salesforce Could Win & NVIDIA’s Challenges explores venture leaders recap 2025, debate AI, and forecast 2026 winners The panel crowns Anthropic (and CEO Dario Amodei) as the defining force behind 2025’s “vibe coding” and agentic-product inflection, while also praising operational leaders like Gwynne Shotwell (SpaceX) and execution-driven founders like Vlad Tenev (Robinhood).
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