The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · Harry Stebbings

20VC: Thrive & OpenAI Partnership | Eventbrite Acquired for $500M | Databricks Raising $5BN at $134BN Valuation: Cheap or Not? | Why SaaS is Like Japan and The TAM Trap in Software

December 4, 2025·1 hr 13 min·5 clips
Rory argues that building a massive company in wealth management with AI could be more valuable than chasing hot AI coding tools.
Harry Stebbings hosts Jason Lemkin and Rory Driscoll in a live discussion from London, covering major tech news including the OpenAI-Thrive partnership, Databricks' valuation, AI security risks, and the 'TAM trap' in SaaS. They debate venture capital strategies, comparing high-growth AI startups with slower-compounding opportunities in wealth management.
Listen to the show on