The Twenty Minute VCSpaceX's Financials Leaked: Is it Worth $2TN | Meta Debuts Muse Spark: Are They Back in the AI Race?
Episode Details
EPISODE INFO
- Released
- April 16, 2026
- Duration
- 1h 30m
- 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 01:14 Anthropic Unveils Mythos: The Model "Too Good at Hacking" to Release 04:31 Why Mythos is a Quantum Leap in Cyber Risk 07:35 The "Boy Who Cried Wolf": Jason's Critique of Dario Amodei 13:21 The Oppenheimer Moment: Are Founders Using Doom as a Marketing Tool? 17:39 Amazon's $20B Secret: Is NVIDIA's Chip Stranglehold Finally Loosening? 22:02 Claude vs Lovable & Replit: Anthropic Moves into App Building 24:58 The 60% Death Spiral: Why Public SaaS Stocks are Entering a Doom Loop 41:50 Meta Debuts Muse Spark: Alex Wang's First Model from Super Intelligence Labs 47:06 OpenAI's $50B Ad Vision: The Plan to Monetize Intelligence 57:11 Token Maxing: How CIOs are Reclaiming Control Over AI Budgets 01:02:45 SpaceX's Leaked Financials: The Math Behind the $2 Trillion IPO 01:13:59 Thoma Bravo Shuts Growth Equity 01:23:43 Who IPOs First; OpenAI or Anthropic? ---------------------------------------------------------------------------------------------- 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 #openai #anthropic #mythos #ai #spacex
SPEAKERS
Jason Lemkin
guestFounder of SaaStr and a SaaS-focused investor and operator.
Harry Stebbings
hostFounder and host of The Twenty Minute VC (20VC) and a venture capital investor.
Rory O’Driscoll
guestVenture capitalist and Partner at Scale Venture Partners.
EPISODE SUMMARY
In this episode of The Twenty Minute VC, featuring Jason Lemkin and Harry Stebbings, SpaceX's Financials Leaked: Is it Worth $2TN | Meta Debuts Muse Spark: Are They Back in the AI Race? explores aI security scares, SaaS doom loops, and SpaceX valuation math collide Anthropic’s withheld ‘Mythos’ cybersecurity model is framed as a genuine step-change because agentic speed and autonomy dramatically increases vulnerability discovery and attacker capacity.
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