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20VC: Thrive & OpenAI Partnership | Eventbrite Acquired for $500M | Databricks Raising $5BN at $134BN Valuation: Cheap or Not? | Why SaaS is Like Japan and The TAM Trap in Software

2025-12-04 · 73 min · 10 entities

episode page audio

Asserted relationships

  • → hosted by Harry Stebbings person
    0.55 · ×2
    evidence rules-v4
    Feed author/publisher: Harry Stebbings
  • → discusses Business company
    0.40 · ×2
    evidence rules-v4
    Feed category: Business
  • → discusses News concept
    0.40 · ×2
    evidence rules-v4
    Feed category: News
  • → discusses Investing concept
    0.40 · ×2
    evidence rules-v4
    Feed category: Investing
  • → discusses Tech News concept
    0.40 · ×2
    evidence rules-v4
    Feed category: Tech News

Entities found in this episode

concepts 6

  • mentioned Investing concept
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    evidence rules-v4
    Feed category: Investing
  • mentioned Tech News concept
    0.50 · ×2
    evidence rules-v4
    Feed category: Tech News
  • discusses News concept
    0.40 · ×2
    evidence rules-v4
    Feed category: News
  • discusses Investing concept
    0.40 · ×2
    evidence rules-v4
    Feed category: Investing
  • discusses Tech News concept
    0.40 · ×2
    evidence rules-v4
    Feed category: Tech News
  • mentioned TAM concept
    0.35 · ×2
    evidence rules-v4
    TAM

persons 2

  • mentioned Harry Stebbings person
    0.70 · ×2
    evidence rules-v4
    Feed author/publisher: Harry Stebbings
  • hosted by Harry Stebbings person
    0.55 · ×2
    evidence rules-v4
    Feed author/publisher: Harry Stebbings

companys 2

  • mentioned Business company
    0.50 · ×2
    evidence rules-v4
    Feed category: Business
  • discusses Business company
    0.40 · ×2
    evidence rules-v4
    Feed category: Business
Episode description as stored
AGENDA: 04:20 Thrive and OpenAI Partnership  07:14 Databricks Raising $5BN at $134BN Valuation: Cheap or Not? 17:39 Eventbrite Acquired by Bending Spoons for $500M 21:39 Pagerduty's $1BN Market Cap, Just 2x Revenue 26:59 The TAM Trap: Why SaaS Is Like Japan 37:42 Lessons from Companies Hitting $100M ARR 44:57 The Future of Labour Markets is F****** 52:10 The Importance of Compounding in Investments 56:45 The Relevance Game in Venture Capital 01:05:01 Supabase at $5BN or Lovable at $6BN: Which One?