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

I think they did it on the basis of state strategically. matched

Boys, is there any others that I've missed that you think we should do? matched

I mean, I'm just trying to find interesting private stuff. matched

I mean, Jason, any comment on Adobe linking on? matched

New CEO taking over. matched

I saw the results. matched

W any any thoughts? matched

Because you're the Adobe expert here. matched

I broadly agree with you and it's interesting. matched

They did the you know, we're not leaning into ARR growth, we're leaning into getting free usage and that was the play they did in the nineties. matched

And that's where I was going. matched

I I think, you know, because this is where I reason I asked you is that's a playbook that might have worked two or three years ago. matched

But to your point now, what you're basically because our net new ARR went down significantly. matched

In other words, the growth of new AR didn't happen. matched

So they have their AI ARR metric went up, but overall ARR went down. matched

And you know what that means is you're just channeling some into the good thing. matched

But yes, you at least with the program that you need to win, which is matched

A start, but you're not winning. matched

Cause the Jason rule, which I go back to, if it ain't growing, you ain't winning. matched

If people ain't paying for it, you ain't winning. matched

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