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Jan 2024
1h 11m

20VC: Predictions for 2024: What Happens...

Harry Stebbings
About this episode

Joining Harry in the hot seat today is Jason Lemkin, Founder @ SaaStr and one of the OG SaaS investors of the last decade. The discussion today is broken into two segments:

2023: A Year in Review:

  • Breakout company
  • Best early-stage fund
  • Best late-stage fund
  • Most surprising event
  • Founder of the Year

2024: Predictions: What is to Come:

  • Does the IPO window open?
  • Do Stripe, Databricks, and more go public?
  • What happens to early-stage venture markets?
  • Does the growth stage come roaring back?
  • What happens to the M&A market?
  • How does Trump change the startup ecosystem?
  • Will a generation of young VCs be washed out the system?
  • Will a ton of venture firms shut down?

Up next
Today
20VC: Base44's Maor Shlomo on How Vibe Coding Will Kill SaaS and Salesforce | Why it is BS that Vibe Coding Platforms Do Not Have Defensibility and Bad Margins | Why He Worries About Google, Not Replit and Lovable | Why Long Anthropic, Not OpenAI?
<p dir="ltr">Maor Shlomo is the Founder and CEO of Base44, the AI building platform that Maor built from idea to $80M acquisition by Wix, in just 8 months. Today the company serves millions of users and will hit $50M ARR by the end of the year. Before Base44, Maor was the Co-Foun ... Show More
1h 11m
Nov 21
20VC: Max Altman on The New Seed War: Can Anyone Compete with Sequoia and a16z | Leaving $2BN on the Table with Reddit | Lessons from Backing Rippling at $25M Post | Why Climate Tech is a Mirage and Disaster
<p dir="ltr">Max Altman is Co‑Founder & Managing Partner at Saga Ventures, a US$125 M early‑stage fund.  Before Saga Max was an investor with Apollo Projects, Hydrazine Capital and Altman Capital (where he helped deploy over US$500 M) into breakout names such as Rippling and Redd ... Show More
1h 19m
Nov 20
20VC: Cursor Raises $2.3BN: Who Wins the Coding War | Peter Thiel and Softbank Sell NVIDIA: Analysed | Why Venture Capital Will Hit $1TRN and the Opening of Retail | Why Stripe and the Best Companies Will Never Go Public
<p dir="ltr">AGENDA:</p> <p dir="ltr">04:47 Cursor Raises $2.3BN at $29BN Valuation</p> <p dir="ltr">11:36 What Gemini 3 Means for Lovable, Cursor and Replit</p> <p dir="ltr">30:54 Peter Thiel and Softbank Sell NVIDIA: The Bubble Bursting?</p> <p dir="ltr">48:54 Oracle Credit Def ... Show More
1h 22m
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