Jason Lemkin

speaker

26,931 appearances 51 recordings 3 series first heard Aug 2022 last heard yesterday

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 — 50 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

When people invented books, when Gutenberg invented pretty books, the Catholic Church were pissed because they really liked to have a control and all knowledge, and they just didn't like information dissemination. matched

Ditto the internet. matched

There's a reason every totalitarian regime hates it. matched

Every I think it's it's great framing to every every technology has a positive side and a negative side. matched

We're going to do what we do every time. matched

We're going to roll out the positive and find a way to manage the negative. matched

negatives, but in the interim, we're not going to sell chips to China, which of course produce a Jensen response like you've never, you know, the usual Jensen response. matched

So i i on the implementation side, not realistic. matched

One day minor hit on kind of the semi stocks on that first day. matched

Separately, pleasingly, CrowdStrike and all the um cyber stocks jumped 10%. matched

So it's actually interesting. matched

I looked at Monday, and we're recording this on Tuesday. matched

It'll appear on Thursday, which is a whole lifetime away in the world we live now. matched

But the instant response was slight markdown on semis and the AI. matched

Capex, but not a lot. matched

So no discernment, I mean maybe, which implied some level of slowdown, significant markup on the cyber stocks, because it looks like that's where the actual reality of the problem exists. matched

And overall, I always look at world cloud, which is the software index, versus SOX, which is the semiconductor index. matched

And it was a great day for WorldCloud relative to SOX. matched

Software up, semi-slightly down, but not big. matched

I mean I loved I saw a tweet. matched

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