Jason Lemkin

speaker

26,324 appearances 50 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 — 49 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: Why "Pacing the Frontier" is BS | Instinct Raising $1BN at $10BN & Meta Launches Muse | Miro Sells for $1.35BN After a $17.5BN Valuation | Mistral Raises €3BN & Could Sam Bankman-Fried Win His Freedom? · 17 Sep 2026 podcast

community project versus managing just for the quote unquote company that controls the open source product. matched

And I'm not sure that on that dimension, the company's been an amazing steward of the project. matched

Right. matched

So I hear you. matched

I I I think that and that's just an initial dynamic. matched

But you could also say to your point, Jason, if you didn't take any venture money, if you initiated the project, if you have whatever open source rights you have under the copyright or whatever leverage you have matched

in terms of the licensing and the copyright, then it's your company, do what you like. matched

I'm actually I do agree with you, is that this is America. matched

If you built the thing and you want a mismanagement, mismanage it and you want a hundred percent of it, you're allowed mismanagement. matched

Go team. matched

That's what ownership means. matched

A couple of different agenda items that we've talked about here. matched

You know, on the one hand, trailing edge of tech trends, you have mirror getting bought for 2.7 times, and you have a nasty little spat over it flat to declining asset in open source land in automatic. matched

And then on the front edge of the thing, you have companies like Instinct, you know, raising Lily four weeks ago at two and a half billion, now raising at 10. matched

And you mentioned the Jeff Dean kind of spin out raising it 10 billion now raising it 50 billion. matched

The big picture point, it it it's really capped and obvious here, but it just shows venture, so unlike PE, is not about valuation and there's not there's not any uh safe assets. matched

It's just you're either in the head of the train in the new new thing, everything is possible, or matched

you in the tail end of the train and life is shitty. matched

I think that's true. matched

I was investing s only since I love this. matched

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