Venture Capital
Groq’s $20BN NVIDIA Deal | Why Sam Altman Doesn’t Care About Dilution & Invisible Unemployment 2026
•January 8, 2026
Original Description
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.
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Timestamps:
00:00 Intro
01:10 Groq Acquired by NVIDIA for $20BN
16:45 Meta's $2BN Acquisition of Manus: Did They Sell Too Early
37:51 OpenAI's Stock-Based Compensation Strategy
01:00:48 Navan Trading at 4x ARR: Who is Good Enough to Go Public?
01:15:45 The Rise of Invisible Unemployment
01:17:25 The Future of Work and Education in an AI-Driven World
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#20vc #harrystebbings #roryodriscoll #jasonlemkin #groq #meta #ai #nvidia #unemployment #samaltman #manus
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