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Jason Lemkin

๐Ÿ‘ค Speaker
15067 total appearances

Appearances Over Time

Podcast Appearances

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anthropic Files to Go Public | Token Budgeting Panic Hits Corporate America | Cognition Raises $1BN at $26BN Valuation | Apollo Warns PE Software Returns Will be Disastrous | The 9-9-6 Work Ethic: Performative Theatre or Startup Reality?

But so far, it really doesn't matter if older platforms are cheaper and older models are cheaper because we don't want them.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anthropic Files to Go Public | Token Budgeting Panic Hits Corporate America | Cognition Raises $1BN at $26BN Valuation | Apollo Warns PE Software Returns Will be Disastrous | The 9-9-6 Work Ethic: Performative Theatre or Startup Reality?

But so far, it really doesn't matter if older platforms are cheaper and older models are cheaper because we don't want them.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anthropic Files to Go Public | Token Budgeting Panic Hits Corporate America | Cognition Raises $1BN at $26BN Valuation | Apollo Warns PE Software Returns Will be Disastrous | The 9-9-6 Work Ethic: Performative Theatre or Startup Reality?

There are use cases where we want them.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anthropic Files to Go Public | Token Budgeting Panic Hits Corporate America | Cognition Raises $1BN at $26BN Valuation | Apollo Warns PE Software Returns Will be Disastrous | The 9-9-6 Work Ethic: Performative Theatre or Startup Reality?

There are use cases where we want them.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anthropic Files to Go Public | Token Budgeting Panic Hits Corporate America | Cognition Raises $1BN at $26BN Valuation | Apollo Warns PE Software Returns Will be Disastrous | The 9-9-6 Work Ethic: Performative Theatre or Startup Reality?

But overall, as an ecosystem, we are all in on the best.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anthropic Files to Go Public | Token Budgeting Panic Hits Corporate America | Cognition Raises $1BN at $26BN Valuation | Apollo Warns PE Software Returns Will be Disastrous | The 9-9-6 Work Ethic: Performative Theatre or Startup Reality?

But overall, as an ecosystem, we are all in on the best.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anthropic Files to Go Public | Token Budgeting Panic Hits Corporate America | Cognition Raises $1BN at $26BN Valuation | Apollo Warns PE Software Returns Will be Disastrous | The 9-9-6 Work Ethic: Performative Theatre or Startup Reality?

We are all in on Opus.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anthropic Files to Go Public | Token Budgeting Panic Hits Corporate America | Cognition Raises $1BN at $26BN Valuation | Apollo Warns PE Software Returns Will be Disastrous | The 9-9-6 Work Ethic: Performative Theatre or Startup Reality?

We are all in on Opus.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anthropic Files to Go Public | Token Budgeting Panic Hits Corporate America | Cognition Raises $1BN at $26BN Valuation | Apollo Warns PE Software Returns Will be Disastrous | The 9-9-6 Work Ethic: Performative Theatre or Startup Reality?

That's what we want.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anthropic Files to Go Public | Token Budgeting Panic Hits Corporate America | Cognition Raises $1BN at $26BN Valuation | Apollo Warns PE Software Returns Will be Disastrous | The 9-9-6 Work Ethic: Performative Theatre or Startup Reality?

That's what we want.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anthropic Files to Go Public | Token Budgeting Panic Hits Corporate America | Cognition Raises $1BN at $26BN Valuation | Apollo Warns PE Software Returns Will be Disastrous | The 9-9-6 Work Ethic: Performative Theatre or Startup Reality?

So we're not benefiting as much from the deflationary benefits of AI, and we're paying into the inflationary side.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anthropic Files to Go Public | Token Budgeting Panic Hits Corporate America | Cognition Raises $1BN at $26BN Valuation | Apollo Warns PE Software Returns Will be Disastrous | The 9-9-6 Work Ethic: Performative Theatre or Startup Reality?

So we're not benefiting as much from the deflationary benefits of AI, and we're paying into the inflationary side.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anthropic Files to Go Public | Token Budgeting Panic Hits Corporate America | Cognition Raises $1BN at $26BN Valuation | Apollo Warns PE Software Returns Will be Disastrous | The 9-9-6 Work Ethic: Performative Theatre or Startup Reality?

Maybe, I just think we're confusing these narratives of two things, and I wish I had the exact number, but we're confusing the models used by applications versus models used for software development.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anthropic Files to Go Public | Token Budgeting Panic Hits Corporate America | Cognition Raises $1BN at $26BN Valuation | Apollo Warns PE Software Returns Will be Disastrous | The 9-9-6 Work Ethic: Performative Theatre or Startup Reality?

Maybe, I just think we're confusing these narratives of two things, and I wish I had the exact number, but we're confusing the models used by applications versus models used for software development.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anthropic Files to Go Public | Token Budgeting Panic Hits Corporate America | Cognition Raises $1BN at $26BN Valuation | Apollo Warns PE Software Returns Will be Disastrous | The 9-9-6 Work Ethic: Performative Theatre or Startup Reality?

And for applications, anyone, every, every, I mean, this is open router blowing up.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anthropic Files to Go Public | Token Budgeting Panic Hits Corporate America | Cognition Raises $1BN at $26BN Valuation | Apollo Warns PE Software Returns Will be Disastrous | The 9-9-6 Work Ethic: Performative Theatre or Startup Reality?

And for applications, anyone, every, every, I mean, this is open router blowing up.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anthropic Files to Go Public | Token Budgeting Panic Hits Corporate America | Cognition Raises $1BN at $26BN Valuation | Apollo Warns PE Software Returns Will be Disastrous | The 9-9-6 Work Ethic: Performative Theatre or Startup Reality?

This is everything.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anthropic Files to Go Public | Token Budgeting Panic Hits Corporate America | Cognition Raises $1BN at $26BN Valuation | Apollo Warns PE Software Returns Will be Disastrous | The 9-9-6 Work Ethic: Performative Theatre or Startup Reality?

This is everything.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anthropic Files to Go Public | Token Budgeting Panic Hits Corporate America | Cognition Raises $1BN at $26BN Valuation | Apollo Warns PE Software Returns Will be Disastrous | The 9-9-6 Work Ethic: Performative Theatre or Startup Reality?

Everyone's optimizing.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anthropic Files to Go Public | Token Budgeting Panic Hits Corporate America | Cognition Raises $1BN at $26BN Valuation | Apollo Warns PE Software Returns Will be Disastrous | The 9-9-6 Work Ethic: Performative Theatre or Startup Reality?

Everyone's optimizing.