20VC's Big Fat Quiz of the Year: Founder, Fund and Breakout Company of 2025 | Predictions for 2026: The Company to Buy, The Biggest Short | Why Salesforce Could Win 2026 and The Tailwinds NVIDIA Will Face

In a year-end special, Harry Stebbings hosts Jason Lemkin and Rory O'Driscoll for a "big fat quiz" to review 2025 and predict trends for 2026. They give awards for founder, fund, and product of the year, followed by predictions on public stocks, potential IPOs like SpaceX, Canva, Databricks and Anthropic, and the impact of AI on unemployment. They debate top-performing tech stocks, the risks and rewards of investing in companies like NVIDIA, and the challenges of valuing AI-driven revenue, highlighting the importance of delivering tangible value to customers. The conversation also touches on the increasing talent wars and the potential for a tech backlash if unemployment rises due to AI.