Why Apple Needs a Management Overhaul & Why Google is Catching Up with Hyperscaler
20VC
Jul 31, 2025
Posted by
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:
Why Benchmark Is Bleeding Partners (and Why That’s the New Normal)
“I Wouldn’t Leave Benchmark… Unless I Had THIS” Jason on Brand vs Autonomy
The Unstoppable Force of Elad Gil & The Myth of LP Discipline
Is Vibe Coding the New SaaS? Jason’s $10K/Month Spend Reveal
Will Microsoft, Google, or Amazon Win the AI Infra War?
Is GitHub Copilot the Biggest Miss in Microsoft’s History?
Are Big Tech Incumbents Now Too Powerful to Fail?
Apple’s AI Problem: Is It Time for a Management Overhaul?
Zuck’s Talent Siege: How Much Is Enough?
Figma’s IPO: $30B Return, Zero Hype. What Happened?
Share this post
