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

Google did a code read three years ago on them and now they're doing a code red back. How much extra in multiple do you pay for how much extra in growth? The majority of the public task companies I think are in a in a TAM trap. Overpayment only works when the TAM is huge. In finite TAMs, you gotta bid more tightly.

Did SaaS has become like Japan? That's enough. Like it's a great economy, but but if everyone only has 0.9 kids, there's only only so many seats to go around. I think in the fastest growing companies that I've invested in, no one gives a rat's ass about the bottom line. This is 20 VC with me, Harry Stebbings, and I'm so excited to bring you our episode from Sasta live in London.

Jason Lemkin, Rory O'Driscoll, and I sit down to discuss the biggest news in tech this week. But before we dive into the show today, now most people who get scammed never talk about it. And if it can happen to tech savvy professionals, CEOs, and investors, it can happen to anyone. But the problem isn't just losing money, it's that today's scams, they're built differently for a very new world, one where AI can generate convincing messages in seconds and fake sites look more like real sites than the real thing.

We already have this episode, so unlocking it is cheap and permanent: the full transcript (72 minutes, 15,231 words), segment and word-level timestamps, and .txt, .srt, .vtt and word-level JSON downloads, as many times as you like, forever.

No account needed, we create one from your checkout email. With credits it is 1 credit; packs start at 10 episodes for $5, and monthly plans are cheaper still.