Jason Lemkin
👤 Speaker
13791
total appearances
Appearances Over Time
Podcast Appearances
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: OpenAI & SpaceX S1 Drops | NVIDIA's $81BN Revenue Quarter | Cloudlfare and ClickUp Do Controversial Layoffs | Exa, OpenRouter and Polsia Raise Mega Rounds | Uber and Microsoft Declare AI ROI for Developers is Questionable
That's a good summary.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: OpenAI & SpaceX S1 Drops | NVIDIA's $81BN Revenue Quarter | Cloudlfare and ClickUp Do Controversial Layoffs | Exa, OpenRouter and Polsia Raise Mega Rounds | Uber and Microsoft Declare AI ROI for Developers is Questionable
That's a good summary.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: OpenAI & SpaceX S1 Drops | NVIDIA's $81BN Revenue Quarter | Cloudlfare and ClickUp Do Controversial Layoffs | Exa, OpenRouter and Polsia Raise Mega Rounds | Uber and Microsoft Declare AI ROI for Developers is Questionable
One is I think in today's market, not falling after your quarter is a strong sign because the markets are expecting insane growth.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: OpenAI & SpaceX S1 Drops | NVIDIA's $81BN Revenue Quarter | Cloudlfare and ClickUp Do Controversial Layoffs | Exa, OpenRouter and Polsia Raise Mega Rounds | Uber and Microsoft Declare AI ROI for Developers is Questionable
One is I think in today's market, not falling after your quarter is a strong sign because the markets are expecting insane growth.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: OpenAI & SpaceX S1 Drops | NVIDIA's $81BN Revenue Quarter | Cloudlfare and ClickUp Do Controversial Layoffs | Exa, OpenRouter and Polsia Raise Mega Rounds | Uber and Microsoft Declare AI ROI for Developers is Questionable
And so this growth was just what we expected.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: OpenAI & SpaceX S1 Drops | NVIDIA's $81BN Revenue Quarter | Cloudlfare and ClickUp Do Controversial Layoffs | Exa, OpenRouter and Polsia Raise Mega Rounds | Uber and Microsoft Declare AI ROI for Developers is Questionable
And so this growth was just what we expected.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: OpenAI & SpaceX S1 Drops | NVIDIA's $81BN Revenue Quarter | Cloudlfare and ClickUp Do Controversial Layoffs | Exa, OpenRouter and Polsia Raise Mega Rounds | Uber and Microsoft Declare AI ROI for Developers is Questionable
It's just good enough.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: OpenAI & SpaceX S1 Drops | NVIDIA's $81BN Revenue Quarter | Cloudlfare and ClickUp Do Controversial Layoffs | Exa, OpenRouter and Polsia Raise Mega Rounds | Uber and Microsoft Declare AI ROI for Developers is Questionable
It's just good enough.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: OpenAI & SpaceX S1 Drops | NVIDIA's $81BN Revenue Quarter | Cloudlfare and ClickUp Do Controversial Layoffs | Exa, OpenRouter and Polsia Raise Mega Rounds | Uber and Microsoft Declare AI ROI for Developers is Questionable
And I'm not being facetious, especially when NVIDIA is 77% of all of our 401ks.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: OpenAI & SpaceX S1 Drops | NVIDIA's $81BN Revenue Quarter | Cloudlfare and ClickUp Do Controversial Layoffs | Exa, OpenRouter and Polsia Raise Mega Rounds | Uber and Microsoft Declare AI ROI for Developers is Questionable
And I'm not being facetious, especially when NVIDIA is 77% of all of our 401ks.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: OpenAI & SpaceX S1 Drops | NVIDIA's $81BN Revenue Quarter | Cloudlfare and ClickUp Do Controversial Layoffs | Exa, OpenRouter and Polsia Raise Mega Rounds | Uber and Microsoft Declare AI ROI for Developers is Questionable
It's not just a niche stock.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: OpenAI & SpaceX S1 Drops | NVIDIA's $81BN Revenue Quarter | Cloudlfare and ClickUp Do Controversial Layoffs | Exa, OpenRouter and Polsia Raise Mega Rounds | Uber and Microsoft Declare AI ROI for Developers is Questionable
It's not just a niche stock.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: OpenAI & SpaceX S1 Drops | NVIDIA's $81BN Revenue Quarter | Cloudlfare and ClickUp Do Controversial Layoffs | Exa, OpenRouter and Polsia Raise Mega Rounds | Uber and Microsoft Declare AI ROI for Developers is Questionable
It's not even just us.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: OpenAI & SpaceX S1 Drops | NVIDIA's $81BN Revenue Quarter | Cloudlfare and ClickUp Do Controversial Layoffs | Exa, OpenRouter and Polsia Raise Mega Rounds | Uber and Microsoft Declare AI ROI for Developers is Questionable
It's not even just us.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: OpenAI & SpaceX S1 Drops | NVIDIA's $81BN Revenue Quarter | Cloudlfare and ClickUp Do Controversial Layoffs | Exa, OpenRouter and Polsia Raise Mega Rounds | Uber and Microsoft Declare AI ROI for Developers is Questionable
It's 7% of all Americans' life savings are essentially in Nvidia this morning with concentration.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: OpenAI & SpaceX S1 Drops | NVIDIA's $81BN Revenue Quarter | Cloudlfare and ClickUp Do Controversial Layoffs | Exa, OpenRouter and Polsia Raise Mega Rounds | Uber and Microsoft Declare AI ROI for Developers is Questionable
It's 7% of all Americans' life savings are essentially in Nvidia this morning with concentration.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: OpenAI & SpaceX S1 Drops | NVIDIA's $81BN Revenue Quarter | Cloudlfare and ClickUp Do Controversial Layoffs | Exa, OpenRouter and Polsia Raise Mega Rounds | Uber and Microsoft Declare AI ROI for Developers is Questionable
You know, we're all in, you know, S&P 500 and VTI inversion.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: OpenAI & SpaceX S1 Drops | NVIDIA's $81BN Revenue Quarter | Cloudlfare and ClickUp Do Controversial Layoffs | Exa, OpenRouter and Polsia Raise Mega Rounds | Uber and Microsoft Declare AI ROI for Developers is Questionable
You know, we're all in, you know, S&P 500 and VTI inversion.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: OpenAI & SpaceX S1 Drops | NVIDIA's $81BN Revenue Quarter | Cloudlfare and ClickUp Do Controversial Layoffs | Exa, OpenRouter and Polsia Raise Mega Rounds | Uber and Microsoft Declare AI ROI for Developers is Questionable
So everyone's on board with, whether they realize it or not, everyone's on board with Nvidia, right?
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: OpenAI & SpaceX S1 Drops | NVIDIA's $81BN Revenue Quarter | Cloudlfare and ClickUp Do Controversial Layoffs | Exa, OpenRouter and Polsia Raise Mega Rounds | Uber and Microsoft Declare AI ROI for Developers is Questionable
So everyone's on board with, whether they realize it or not, everyone's on board with Nvidia, right?