Jason Lemkin

speaker

25,086 appearances 48 recordings 3 series first heard Aug 2022 last heard 6d ago

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 the truth is if there's a whole bunch of people trying to book restaurants and you're in the restaurant booking business, you're gonna find a way to make it work. voice-verified

But definitely some rear voice-verified

You know what's voice-verified

Yes. voice-verified

The interesting thing is you're right, Jason, it's kind of a it's a portfolio and a worldview kind of bet because you know, you you have this company that's exploding in interest, clearly didn't take a huge amount of time to build, but it's kind of got this early lead but not a ton of monetization. voice-verified

And your choices as an investor are do you put money in this at four billion or five billion, or do you say, Oh, it's easy to clone and there's ten more like it, and you know voice-verified

Do one of the others at 50 pre in the hope that they get acquired by Meta instead, right? voice-verified

And the hard thing is, you know, you you're right. voice-verified

In these investments, just like Google early on, there's going to be no financial math you can use to buy the stock. voice-verified

You're just basically saying it's a huge category. voice-verified

Because in every consumer investment, the trick is, you know, establish the momentum as early as possible, establish the monetization later. voice-verified

And, you know. voice-verified

So it has been proven that if you get if you get enough traction the monetization does follow, especially for something like this. voice-verified

I would imagine as we speak there are twenty engineers locked in a room in somewhere in Palo Alto Amen, literally with guards on the door saying, Nobody eats and nobody leaves until you ship instant clone. voice-verified

Absolutely. voice-verified

No voice-verified

Well, you voice-verified

This is a bullshit term. voice-verified

The only thing that mattered for the last two years is LLMs do code and code is a half a trillion dollar industry. voice-verified

Focus people. voice-verified

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