Windsurf x Google x Cognition: Full Breakdown: Who Made Money, Who Did Not

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. 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. ----------------------------------------------- In Today’s Episode We Discuss: 00:00 Intro 00:53 The Windsurf x Google x Cognition Saga Explained 03:35 The OpenAI deal collapsed - what really happened 21:20 Cognition’s genius $220M acquisition of Windsurf: Most brilliant Deal of the Year 29:21 Altman’s Safety First: Delaying the OpenAI Model Launch 35:12 “Roll your own SaaS” is complete nonsense 37:20 Lovable vs Cursor vs Replit: who wins the coding war? 45:16 Why Lovable could be the ChatGPT of builders 48:34 Will these vibe-coded apps become durable businesses? 49:30 The shocking churn rates hidden inside AI SaaS 56:32 Are these $2B valuations actually... cheap? 58:57 Grok just destroyed GPT-4 in benchmarks 01:13:59 Meta just invested $3.5B in Ray-Bans 01:16:15 Kalshi Quick-Fire Round ---------------------------------------------------------------------------------------------- Subscribe on Spotify: https://open.spotify.com/show/3j2KMcZ... Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast... Follow Harry Stebbings on X: / harrystebbings Follow Jason Lemkin on X: / jasonlk Follow Rory O’Driscoll on X: / rodriscoll Follow 20VC on Instagram: / 20vchq Follow 20VC on TikTok: / 20vc_tok Visit our Website: https://www.20vc.com Subscribe to our Newsletter: https://www.thetwentyminutevc.com/con... ----------------------------------------------- #20vc #harrystebbings #roryodriscoll #jasonlemkin #ai #elon #openai #windsurfacquisition #cognition #loveable #deepmind