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 monthsRecordings per month over the last 12 months — 49 in all, peaking in May 2026 with 10.
Appearances
They have scale, they're not going away.
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$25 billion in revenue, whatever.
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There was no news here.
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Which is interesting because overall it's been a pretty good few weeks for software in general.
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I mean, you've seen big jumps and things.
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I said huge jumps in the cyber stocks, big jumps overall in world cloud, and the entire SaaS apocalypse.
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has been unwound.
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But I think Jason, to your point, what's been happening is it's been a real distillation of, oh, these kind of businesses aren't going to be winners.
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They should stay low.
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And then these kind of businesses are doing super well.
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You know, Adobe is in the first, more in the first category than the second.
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So boys.
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Same as today.
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It'll be the same as today.
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Yeah, plus or my you know, it's not going away.
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Basically, again, from memory, it's a sub ten times cash flow multiple, Harry.
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So unless it unless the ARR evaporates, not just doesn't grow but evaporates, you know, you can get there on a cash flow multiple.
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If Jason's view of the world, the mental view of the world is correct, if there are 10 or 125 billion dollar plus outcomes, which by the way don't
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think the point your relative significance will go down.
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I mean, you know, I couldn't tell you HP's market cap now to save my life because it doesn't matter.
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Showing 581–600 of 26,324 · page 30 of 1317
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