Скачать или смотреть Databricks at $100BN, CoreWeave’s $11B Debt Bet & Nubank’s $2.5B Profit Shocker - Ep.19

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
01:25 Databricks hits $100B: Bubble or just the beginning?
04:14 Is Databricks actually undervalued at 25x revenue?
13:27 Can Andreessen’s Databricks bet return $30B+?
19:13 Is the return of Chamath’s SPACs the ultimate bubble signal?
29:24 Should OpenAI staff be cashing out billions in secondaries?
35:44 Founder raises $130M… then walks away. Is this the new normal?
38:40 Nubank’s $2.5B profit: The best FinTech in the world?
52:36 CoreWeave takes on $11B in debt: smart bet or ticking time bomb?
01:12:07 Will AI spend really hit trillions—or is it all hype?
01:26:43 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 #chatgpt5 #databricks #datadog #openai #coreweave #nubank