Sam Altman vs Elon Musk: The $100BN Battle | The Implosion of Thinking Machines | Can VC Survive Public Market Pricing Today?

20VC

Jan 22, 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:
  • Can VC Survive With Public Market Prices Today

  • The Implosion of Thinking Machines

  • Elon Musk vs. OpenAI: The Legal Battle

  • Can OpenAI Win Ads?

  • ClickHouse's $15BN Deal: Analysed

  • Replit's $9BN Deal: Analysed

  • There Are Only Two Types of Deals VCs Want To Do Today

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© 2024 20VC. All rights reserved.