Jason Lemkin

speaker

25,086 appearances 48 recordings 3 series first heard Aug 2022 last heard 10 Sep

Jason Lemkin’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 47 in all, peaking in May 2026 with 10.

Appearances

newest first · ▶ plays the moment

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · 20VC: Jensen Huang Declares AGI Has Arrived | GPT Astra and Fable 5.1 Accelerate the Model Race | Tesla Launches Cybercabs | Index Pulls Out of Town & Anthropic Pulls From Descartes Acquisition · 10 Sep 2026 podcast

But again, as we've discussed many times, the early stage venture business where you're active involved on the board is just very different than the now much larger voice-verified

later stage venture business where you effectively re recreate in the public markets. voice-verified

It totally makes sense to be in OpenAI and Anthropic at $200 billion pre each time. voice-verified

You get limited information rights, retroactive information only, and you know you're just on the cap table, and it's no different than being in two public companies. voice-verified

It's no different than investing in Intel and AMD. voice-verified

That's where there's no conflict and it doesn't matter. voice-verified

I don't think anyone, let's let's give an example, Harry. voice-verified

I don't think anyone could be on the board of Anthropic and also on the board of OpenAI. voice-verified

And the thing about early stage is if you're getting 10% ownership, you're probably looking at a board seat, you're probably looking at significantly more information rights. voice-verified

So th that alone would be problematic. voice-verified

Then on top of that, there's the raw signaling. voice-verified

Yeah, if you just raise money from index and your um instinct, there's a signaling comment about them investing. voice-verified

Something else. voice-verified

I can see CEOs viscerally objecting to that. voice-verified

So I'm not surprised they did. voice-verified

And I'm also not surprised index, they're a classic group. voice-verified

They're not gonna, they're not gonna dig in and say, no, we're not gonna do this. voice-verified

They've just backed someone. voice-verified

They probably thought they were B2B and B2C and not going to overlap. voice-verified

The CEOs say, I feel strongly here, and they just did the smart thing, which is back off. voice-verified

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