Why "Pacing the Frontier" is BS | Instinct Raising $1BN at $10BN & Meta Launches Muse | Miro Sells for $1.35BN After a $17.5BN Valuation | Mistral Raises €3BN & Could Sam Bankman-Fried Win His Freedom?

20VC

Sep 17, 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:
  • Dario Calls to "Pace the Frontier"

  • Why the Fed Will Raid Anthropic if Needed

  • Meta Launches Muse to Take On Instinct

  • Instinct Raising $1BN at $10BN, Would You Invest?

  • Miro Sells for $1.35BN After a $17.5BN Valuation

  • Could Sam Bankman-Fried Win His Freedom?

  • WordPress Power Struggle: Matt Mullenweg Ousted, Then Returns

  • Mistral Raises €3BN in Europe's Biggest-Ever Tech Round

  • Adobe's New CEO & Canva's Slowing Growth: SaaS Giants Under Pressure

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© 2024 20VC. All rights reserved.

© 2024 20VC. All rights reserved.

© 2024 20VC. All rights reserved.