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Jason Lemkin

๐Ÿ‘ค Person
1631 total appearances

Appearances Over Time

Podcast Appearances

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC's Big Fat Quiz of the Year: Founder, Fund and Breakout Company of 2025 | Predictions for 2026: The Company to Buy, The Biggest Short | Why Salesforce Could Win 2026 and The Tailwinds NVIDIA Will Face

But I don't know if he would make the list in 2026.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC's Big Fat Quiz of the Year: Founder, Fund and Breakout Company of 2025 | Predictions for 2026: The Company to Buy, The Biggest Short | Why Salesforce Could Win 2026 and The Tailwinds NVIDIA Will Face

Gwen may even be the winner next year, right?

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC's Big Fat Quiz of the Year: Founder, Fund and Breakout Company of 2025 | Predictions for 2026: The Company to Buy, The Biggest Short | Why Salesforce Could Win 2026 and The Tailwinds NVIDIA Will Face

Can I add one for fun where I'm not an expert?

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC's Big Fat Quiz of the Year: Founder, Fund and Breakout Company of 2025 | Predictions for 2026: The Company to Buy, The Biggest Short | Why Salesforce Could Win 2026 and The Tailwinds NVIDIA Will Face

To me, a space I don't understand and thought was borderline ridiculous is Vlad at Robinhood.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC's Big Fat Quiz of the Year: Founder, Fund and Breakout Company of 2025 | Predictions for 2026: The Company to Buy, The Biggest Short | Why Salesforce Could Win 2026 and The Tailwinds NVIDIA Will Face

And Harry, obviously you've done this because to dominate a market and then go multi-product the way they've done.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC's Big Fat Quiz of the Year: Founder, Fund and Breakout Company of 2025 | Predictions for 2026: The Company to Buy, The Biggest Short | Why Salesforce Could Win 2026 and The Tailwinds NVIDIA Will Face

And I know Rory makes the point.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC's Big Fat Quiz of the Year: Founder, Fund and Breakout Company of 2025 | Predictions for 2026: The Company to Buy, The Biggest Short | Why Salesforce Could Win 2026 and The Tailwinds NVIDIA Will Face

There's the whole point of FinTech, right?

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC's Big Fat Quiz of the Year: Founder, Fund and Breakout Company of 2025 | Predictions for 2026: The Company to Buy, The Biggest Short | Why Salesforce Could Win 2026 and The Tailwinds NVIDIA Will Face

Is to build an Uber app that does everything.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC's Big Fat Quiz of the Year: Founder, Fund and Breakout Company of 2025 | Predictions for 2026: The Company to Buy, The Biggest Short | Why Salesforce Could Win 2026 and The Tailwinds NVIDIA Will Face

But the execution level here from revenue, from stock price up 220%, becoming almost a meme app for kids to becoming a trusted app for adults.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC's Big Fat Quiz of the Year: Founder, Fund and Breakout Company of 2025 | Predictions for 2026: The Company to Buy, The Biggest Short | Why Salesforce Could Win 2026 and The Tailwinds NVIDIA Will Face

I mean, JFC, you know, I wish half my founders could execute half this playbook.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC's Big Fat Quiz of the Year: Founder, Fund and Breakout Company of 2025 | Predictions for 2026: The Company to Buy, The Biggest Short | Why Salesforce Could Win 2026 and The Tailwinds NVIDIA Will Face

Nine products do over a hundred million in revenue.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC's Big Fat Quiz of the Year: Founder, Fund and Breakout Company of 2025 | Predictions for 2026: The Company to Buy, The Biggest Short | Why Salesforce Could Win 2026 and The Tailwinds NVIDIA Will Face

Yeah, JFC.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC's Big Fat Quiz of the Year: Founder, Fund and Breakout Company of 2025 | Predictions for 2026: The Company to Buy, The Biggest Short | Why Salesforce Could Win 2026 and The Tailwinds NVIDIA Will Face

How many of our founders are talking about maybe getting another agent into market next year?

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC's Big Fat Quiz of the Year: Founder, Fund and Breakout Company of 2025 | Predictions for 2026: The Company to Buy, The Biggest Short | Why Salesforce Could Win 2026 and The Tailwinds NVIDIA Will Face

Vlad would be like, I got 58 high agents done over the holidays, guys.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC's Big Fat Quiz of the Year: Founder, Fund and Breakout Company of 2025 | Predictions for 2026: The Company to Buy, The Biggest Short | Why Salesforce Could Win 2026 and The Tailwinds NVIDIA Will Face

And they're all doing 100 billion.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC's Big Fat Quiz of the Year: Founder, Fund and Breakout Company of 2025 | Predictions for 2026: The Company to Buy, The Biggest Short | Why Salesforce Could Win 2026 and The Tailwinds NVIDIA Will Face

Vlad for SaaS, bring them into SaaS.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC's Big Fat Quiz of the Year: Founder, Fund and Breakout Company of 2025 | Predictions for 2026: The Company to Buy, The Biggest Short | Why Salesforce Could Win 2026 and The Tailwinds NVIDIA Will Face

I'll give you two.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC's Big Fat Quiz of the Year: Founder, Fund and Breakout Company of 2025 | Predictions for 2026: The Company to Buy, The Biggest Short | Why Salesforce Could Win 2026 and The Tailwinds NVIDIA Will Face

Rory's right.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC's Big Fat Quiz of the Year: Founder, Fund and Breakout Company of 2025 | Predictions for 2026: The Company to Buy, The Biggest Short | Why Salesforce Could Win 2026 and The Tailwinds NVIDIA Will Face

At the end of the day, venture is ruthless capitalism.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC's Big Fat Quiz of the Year: Founder, Fund and Breakout Company of 2025 | Predictions for 2026: The Company to Buy, The Biggest Short | Why Salesforce Could Win 2026 and The Tailwinds NVIDIA Will Face

You have to judge folks on either present or coming returns.