Predictions for 2026: Top Buy & Biggest Short | Why Salesforce Could Win & NVIDIA’s Challenges

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. ----------------------------------------------- Timestamps: 00:00 Intro 01:23 Founder of the Year 2025 08:33 Fund of the Year 21:27 Breakout Companies of 2025: Who Made the Biggest Impact? 28:35 Biggest Surprises of 2025 35:36 Predictions for 2026: Top Performing Tech Stocks of the Year 39:21 B2B Stocks to Watch 41:50 Why Salesforce Could Be the Buy of 2026 54:50 Google, Meta, Apple, NVIDIA, Microsoft: Buy One, Short One 01:01:40 IPO Speculations: Who Will Go Public in 2026 01:07:48 The Impact of AI on Employment ---------------------------------------------------------------------------------------------- Subscribe on Spotify: https://open.spotify.com/show/3j2KMcZ... Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast... Follow Harry Stebbings on X: https://x.com/harrystebbings Follow Jason Lemkin on X: https://x.com/jasonlk Follow Rory O’Driscoll on X: https://x.com/rodriscoll Follow 20VC on Instagram: https://www.instagram.com/20vchq Follow 20VC on TikTok: https://www.tiktok.com/@20vc_tok Visit our Website: https://www.20vc.com Subscribe to our Newsletter: https://www.thetwentyminutevc.com/con... ----------------------------------------------- #20vc #harrystebbings #roryodriscoll #jasonlemkin #predictions2026 #buy #short #nvidia #salesforce