This episode of 20VC features Harry Stebbings, Jason Lemkin, and Rory O'Driscoll discussing recent tech news. The panel analyzes Lightspeed's $9 billion fundraise, debates the potential of SpaceX going public at a $1.5 trillion valuation, and examines the latest developments at OpenAI, including Disney's $1 billion investment. They also discuss the impact of AI on various companies, the potential for market corrections, and the future of coding and design tools, and debate whether to invest in Figma or Cursor. The conversation also covers the potential of space-based data centers and the entrepreneurial spirit needed to succeed in today's market.
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