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.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 49 in all, peaking in May 2026 with 10.
Appearances
We said cut off everybody.
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If you're in Europe, the day that happened, you said to yourself, we can't rely on these guys anymore.
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And the day that happened, you made Mistral a viable European competitor.
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Is it going to be as big as us?
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Nah.
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It's not going to, I mean, I don't think it's not going to be a good idea.
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It's going to be as I mean Airbus has actually overtaken Boeing, took 30 years, right?
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But in the short term, it's not going to be any near as big a market cap as OpenAI or Entropic, but it's going to be a winner, and it's going to be the European winner.
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So thank you very much, politics.
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If you if you're a if you're a Mistral shareholder, you should be very grateful for the current political tactics.
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It's just made you a couple of billion bucks.
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The the money counts.
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I I agree.
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Look, the valuation
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but there is some intrinsic value to be like, you know, if I mean let's ask what the I mean, brutal comment.
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If the American winners are worth a trillion and the European GDP is roughly seventy, eighty percent of the American GDP, I don't think that implies, to be clear, eight hundred billion, but you might get to thirty, forty, fifty.
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It's it's not a crazy end state.
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But I agree, Jason.
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It feels like your problem I don't think they did it on the basis of
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of market comps and compos.
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Showing 541–560 of 26,324 · page 28 of 1317
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