The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch 20VC: The Return of Travis Kalanick: Uber Would Be $1TRN Today With Him | NVIDIA Predicts $1TRN in Revenue: Everything You Need to Know From GTC | Anduril Lands $20BN Army Contract | Adobe CEO Shock Exit: The Dominos Falling
401 snips
Mar 19, 2026 
Rory O’Driscoll, a veteran software investor, and Jason Lemkin, SaaStr founder and EchoSign creator, dig into NVIDIA’s AI spending story, layoffs and the rise of AI-fluent hiring, Anduril’s huge Army win, whether Travis Kalanick could have made Uber a trillion-dollar giant, founder replacements, and why Adobe’s leadership shake-up has the market watching closely.
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Use Tool Adoption To Test Real AI Fluency
- Hire for AI fluency by testing whether candidates naturally describe how they use AI to accelerate their actual function.
- Jason Lemkin said the best filter is asking what commercial AI tool they brought into their organization this month and why.
AI Agents Now Reward Software Deployers Over Coders
- Jason Lemkin argues AI agents now favor software deployers over technical builders because implementation has become a generalist skill.
- He said anyone who has deployed enterprise software can now deploy agentic tools, with training work replacing deep technical complexity.
Anduril Won By Becoming The Military Software Layer
- Anduril’s $20 billion Army deal signals it has become a de facto prime supplier, not just a startup winning experiments.
- Rory O’Driscoll said the key asset is Lattice, the real-time software layer connecting weapons and sensors fast enough for modern drone warfare.