The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

This Week in SaaS: Should Wiz Have Accepted Google's $23BN Acquisition Offer, Crowdstrike: WTF Happens From Here: The Bull and the Bear Case & $1BN into Legal Tech in a Day with Clio and Harvey with Jason Lemkin


Listen Later

Jason Lemkin is one of the OG SaaS investors with all of his first five investments turning into unicorns with Pipedrive, Algolia, Talkdesk, Salesloft and RevenueCat all in his portfolio. SaaStr is the largest global community in SaaS and he has taught a generation the fundamentals of SaaS on saastr.com.

In Our Second Episode of This Week in SaaS:

1. Wiz Rejects Google's $23BN Acquisition Offer:

  • How does Jason analyse the price of the offer? $23BN for a $500M ARR business growing 120% YoY?
  • What is the reasoning for Google in pursuing the acquisition?
  • If Wiz had of proceeded in the process, what are the chances it would have made it through regulators?
  • Why did Wiz walk away from the offer? If Jason were on the board, what would he have done?
  • Is there a correlation between the downfall of Crowdstrike and Wiz turning down the offer?
  • What does this mean for the M&A market moving forward?
  • Will there be a secondary round now in place for Wiz at $23BN?

2. Crowdstrike: WTF Happens from Here:

  • Did Crowdstrike manage the crisis in the right way? What would Jason have done differently?
  • What is the bull case for Crowdstrike moving forward from this point?
  • What are the bear case for the company? Could this snowball and be the end?
  • What will this do to company requirements on having single point of failure solutions?
  • Where will the market cap of Crowdstrike be at the end of 2024?

3. LegalTech: Show Me the Money: $1BN in a Single Day:

  • Clio announced a $900M round at a $3BN valuation. How does Jason analyse this?
  • What does Jason make of Harvey's $100M raise at a $1.5BN valuation?
  • Why does Jason think 2025 will be the year for AI parity? Why will we see the majority of SaaS features be commoditised in 2025?
  • What is the single biggest regret that Jason has in his investing career?

...more
View all episodesView all episodes
Download on the App Store

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The PitchBy Harry Stebbings

  • 4.4
  • 4.4
  • 4.4
  • 4.4
  • 4.4

4.4

478 ratings


More shows like The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

View all
This Week in Startups by Jason Calacanis

This Week in Startups

1,279 Listeners

a16z Podcast by Andreessen Horowitz

a16z Podcast

1,043 Listeners

The Official SaaStr Podcast: SaaS | Founders | Investors by SaaStr

The Official SaaStr Podcast: SaaS | Founders | Investors

177 Listeners

Founders by David Senra

Founders

1,943 Listeners

Invest Like the Best with Patrick O'Shaughnessy by Colossus | Investing & Business Podcasts

Invest Like the Best with Patrick O'Shaughnessy

2,290 Listeners

Equity by TechCrunch, Rebecca Bellan, Kirsten Korosec, Anthony Ha, Max Zeff, Theresa Loconsolo

Equity

339 Listeners

Y Combinator Startup Podcast by Y Combinator

Y Combinator Startup Podcast

227 Listeners

All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

All-In with Chamath, Jason, Sacks & Friedberg

9,264 Listeners

No Priors: Artificial Intelligence | Technology | Startups by Conviction

No Priors: Artificial Intelligence | Technology | Startups

129 Listeners

The Ben & Marc Show by Marc Andreessen, Ben Horowitz

The Ben & Marc Show

125 Listeners

BG2Pod with Brad Gerstner and Bill Gurley by BG2Pod

BG2Pod with Brad Gerstner and Bill Gurley

465 Listeners

AI + a16z by a16z

AI + a16z

32 Listeners

Lightcone Podcast by Y Combinator

Lightcone Podcast

21 Listeners

Training Data by Sequoia Capital

Training Data

43 Listeners

Uncapped with Jack Altman by Alt Capital

Uncapped with Jack Altman

36 Listeners