Groq's $20BN NVIDIA Acquisition | Manus Acquired by Meta for $2BN | Why Sam Altman Does Not Care About Dilution

20VC

Jan 8, 2026

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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.

In Today's Episode We Discuss:
  • Groq Acquired by NVIDIA for $20BN

  • Meta's $2BN Acquisition of Manus: Did They Sell Too Early

  • OpenAI's Stock-Based Compensation Strategy

  • Will AI Replace Venture Capitalists

  • Navan Trading at 4x ARR: Who is Good Enough to Go Public?

  • The Rise of Invisible Unemployment

  • The Future of Work and Education in an AI-Driven World

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© 2024 20VC. All rights reserved.

© 2024 20VC. All rights reserved.

© 2024 20VC. All rights reserved.