20VC x SaaStr: Google Loses Two Generational Scientists in 48 Hours, the $725B Question Wall Street Is Finally Asking, and Why #3 in AI Is a Death Sentence

With Harry Stebbings, Jason Lemkin, and Rory O’Driscoll Every week, Harry, Rory, and I sit down to argue about what’s actually happening in AI and B2B. This week I was back from two weeks in China, where it’s a parallel universe of DeepSeek and Gemini, and where I finally understood the sovereignty argument in a... Continue Reading