Jason Lemkin

Even the hardest hit Mondays and Atlassians, their multiples all bounced off the hard deck and just went back to crappy from worthless.

Even the hardest hit Mondays and Atlassians, their multiples all bounced off the hard deck and just went back to crappy from worthless.

But the real the only real learning of this of the year to date is that it's been long enough

But the real the only real learning of this of the year to date is that it's been long enough

now that the public companies, let's just call them the mature public companies that are benefiting from AI are seeing the boost.

now that the public companies, let's just call them the mature public companies that are benefiting from AI are seeing the boost.

So yes, semiconductors are up.

So yes, semiconductors are up.

But when Jeff Lawson was on this show, he said, I haven't run Twilio in a while, but I'm pretty sure we're going to benefit from AI because agents and AI just need to use more of our voice than other agents.

But when Jeff Lawson was on this show, he said, I haven't run Twilio in a while, but I'm pretty sure we're going to benefit from AI because agents and AI just need to use more of our voice than other agents.

And it took a quarter or two, but he's right.

And it took a quarter or two, but he's right.

Stock's up 57% this year.

Stock's up 57% this year.

It's gone from, I think, 4% or 5% growth to 20%.

It's gone from, I think, 4% or 5% growth to 20%.

Oct

Oct

which was your dad's enterprise auth system up 57% this year, 56%, right?

which was your dad's enterprise auth system up 57% this year, 56%, right?