OpenAI's Multi $BN Deal with AMD & Polymarket, Vercel and Supabase Raise Mega Rounds

20VC

Oct 9, 2025

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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:
  • OpenAI and AMD's Major Partnership

  • Microsoft Have F***** Up the OpenAI Partnership 

  • OpenAI's Developer Day Announcements

  • Why VC is the Most Forgiving Asset Class on Price and Valuation

  • What Does it Take to IPO in 2025: Why Snyk Will Not IPO

  • Four Strategies Companies Need to Take to Own Their Own Destiny

  • Vercel Raises $300M at $9BN: Suicide Round or Strategic

  • Does King Making Really Work in Venture Capital: Legora vs Harvey

  • Chamath Raises Latest SPAC: SPACs are Back

  • Polymarket Raises $2BN at a $9BN Valuation


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© 2024 20VC. All rights reserved.

© 2024 20VC. All rights reserved.