The Twenty Minute VCSpaceX Valued at $800BN & Harvey Raises $160M at an $8BN Price & Netflix Acquires Warner Brothers
Episode Details
EPISODE INFO
- Released
- December 11, 2025
- Duration
- 1h 35m
- 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 01:38 SpaceX's $800 Billion Valuation: A Deep Dive 08:48 IPO Market Predictions for 2026 19:03 Netflix's Bold Move: Acquiring Warner Brothers 30:33 Tiger's New Fund Strategy 36:23 Databricks' Head of AI $500 Million Seed Round 40:19 Harvey Raises $160M at an $8BN Valuation 01:06:14 Chinese Open Source Models in US Startups 01:16:29 Airwallex Raises $330M at an $8BN Valuation 01:27:30 Prediction Markets and Insider Trading ---------------------------------------------------------------------------------------------- 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 #ai #airwallex #spacex #netflix #ramp #keithrabois #harvey
SPEAKERS
Rory O’Driscoll
guestVenture capital investor and guest panelist providing valuation and market-structure analysis.
Harry Stebbings
hostFounder of 20VC and the show’s host/interviewer.
Jason Lemkin
guestSaaS founder/investor and guest panelist discussing tech, VC, and AI/IPO dynamics.
EPISODE SUMMARY
In this episode of The Twenty Minute VC, featuring Rory O’Driscoll and Harry Stebbings, SpaceX Valued at $800BN & Harvey Raises $160M at an $8BN Price & Netflix Acquires Warner Brothers explores sky-high valuations, IPO hopes, AI bubbles, and geopolitical risk collide SpaceX’s rumored $800B secondary valuation sparks skepticism about private-market pricing versus public-market reality, with participants arguing that valuation risk is now the primary risk in late-stage deals.
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