The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch 20VC: Why You Need a $1BN Fund To Do Series A Today | OpenAI vs Anthropic: Who Wins Enterprise | SpaceX at $2TRN and Data Centers in Space | The $20BN Groq Deal Broken Down | Jeff Bezos' $100BN New Fund
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Mar 26, 2026 
Rory O’Driscoll, a Scale Venture Partners investor in enterprise software, joins Jason Lemkin, SaaStr founder and SaaS investor, for a sharp look at AI and venture. They spar over Anthropic vs OpenAI in enterprise, SpaceX and data centers in space, the eye-popping Groq deal, Figma’s AI fears, and why Series A now demands massive funds.
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Anthropic Is Taking New Enterprise AI Spend
- Ramp’s data suggests Anthropic is winning new enterprise AI spend even if OpenAI still leads total spend.
- Rory O’Driscoll says Claude became the marginal buyer’s choice, while Jason Lemkin argues OpenAI’s snarky response and inconsistent messaging signal lost invincibility.
AI Model Lock In Starts After Workflows Click
- Model switching stays easy in theory but gets sticky once teams tune workflows around a model that consistently performs best.
- Jason Lemkin says his AI VP of marketing and customer success run daily on Sonnet and Opus, making a later switch to Codex not worth the QA cost.
SpaceX Valuation Rests On Another Elon Step Change
- SpaceX’s jump toward a $2 trillion narrative depends less on current cash flow than on belief Elon Musk can stack another huge technical step change.
- Rory O’Driscoll frames TerraFab as a probability-weighted future, while Jason Lemkin says extending Starlink’s economics into space data centers can justify higher DCFs.