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Jason Lemkin

๐Ÿ‘ค Speaker
3697 total appearances

Appearances Over Time

Podcast Appearances

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anthropic's $10BN Fundraise: Have They Beaten Cursor Already | a16z's $15BN Fundraise: Is the Middle Dead in VC Today? | How OpenAI Could Go to Zero and ElevenLabs at $11BN: Buy or Not?

Don't quote, I could be wrong on that.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anthropic's $10BN Fundraise: Have They Beaten Cursor Already | a16z's $15BN Fundraise: Is the Middle Dead in VC Today? | How OpenAI Could Go to Zero and ElevenLabs at $11BN: Buy or Not?

But basically the idea is if you're doing other knowledge work, other than coding,

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anthropic's $10BN Fundraise: Have They Beaten Cursor Already | a16z's $15BN Fundraise: Is the Middle Dead in VC Today? | How OpenAI Could Go to Zero and ElevenLabs at $11BN: Buy or Not?

Can you do it within Cloud?

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anthropic's $10BN Fundraise: Have They Beaten Cursor Already | a16z's $15BN Fundraise: Is the Middle Dead in VC Today? | How OpenAI Could Go to Zero and ElevenLabs at $11BN: Buy or Not?

And this is the idea that the world, I think, has been going in this direction.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anthropic's $10BN Fundraise: Have They Beaten Cursor Already | a16z's $15BN Fundraise: Is the Middle Dead in VC Today? | How OpenAI Could Go to Zero and ElevenLabs at $11BN: Buy or Not?

We talked a little bit about Manus last week, companies like that.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anthropic's $10BN Fundraise: Have They Beaten Cursor Already | a16z's $15BN Fundraise: Is the Middle Dead in VC Today? | How OpenAI Could Go to Zero and ElevenLabs at $11BN: Buy or Not?

There's a number of others.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anthropic's $10BN Fundraise: Have They Beaten Cursor Already | a16z's $15BN Fundraise: Is the Middle Dead in VC Today? | How OpenAI Could Go to Zero and ElevenLabs at $11BN: Buy or Not?

We have one, obviously, at AI that has launched a product in that space that's just starting now.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anthropic's $10BN Fundraise: Have They Beaten Cursor Already | a16z's $15BN Fundraise: Is the Middle Dead in VC Today? | How OpenAI Could Go to Zero and ElevenLabs at $11BN: Buy or Not?

But Cloud Workspace, obviously, the dominant one.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anthropic's $10BN Fundraise: Have They Beaten Cursor Already | a16z's $15BN Fundraise: Is the Middle Dead in VC Today? | How OpenAI Could Go to Zero and ElevenLabs at $11BN: Buy or Not?

The idea is that if you're building PowerPoint, if you're

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anthropic's $10BN Fundraise: Have They Beaten Cursor Already | a16z's $15BN Fundraise: Is the Middle Dead in VC Today? | How OpenAI Could Go to Zero and ElevenLabs at $11BN: Buy or Not?

manipulating data, if you're doing all the other knowledge work that those of us who aren't coders do, instead of bringing the AI to the Excel spreadsheet, which is what Copilot tried to do with Microsoft, you bring all these tools into the clawed space, into the workspace, and maybe it'd be more efficient.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anthropic's $10BN Fundraise: Have They Beaten Cursor Already | a16z's $15BN Fundraise: Is the Middle Dead in VC Today? | How OpenAI Could Go to Zero and ElevenLabs at $11BN: Buy or Not?

read some preliminary reviews.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anthropic's $10BN Fundraise: Have They Beaten Cursor Already | a16z's $15BN Fundraise: Is the Middle Dead in VC Today? | How OpenAI Could Go to Zero and ElevenLabs at $11BN: Buy or Not?

Somebody was like, yes, this is amazing.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anthropic's $10BN Fundraise: Have They Beaten Cursor Already | a16z's $15BN Fundraise: Is the Middle Dead in VC Today? | How OpenAI Could Go to Zero and ElevenLabs at $11BN: Buy or Not?

The people who've used it more said, yeah, it's amazing, but it's a bit janky.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anthropic's $10BN Fundraise: Have They Beaten Cursor Already | a16z's $15BN Fundraise: Is the Middle Dead in VC Today? | How OpenAI Could Go to Zero and ElevenLabs at $11BN: Buy or Not?

But the idea is there.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anthropic's $10BN Fundraise: Have They Beaten Cursor Already | a16z's $15BN Fundraise: Is the Middle Dead in VC Today? | How OpenAI Could Go to Zero and ElevenLabs at $11BN: Buy or Not?

And clearly, the reason I mention all this is the idea is the direction of travel is, hey, don't just be, quote, the chatbot for enterprise, the chat interface for enterprise, like chat GPT for research.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anthropic's $10BN Fundraise: Have They Beaten Cursor Already | a16z's $15BN Fundraise: Is the Middle Dead in VC Today? | How OpenAI Could Go to Zero and ElevenLabs at $11BN: Buy or Not?

Be the place where you do knowledge work for the other knowledge workers who aren't coders.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anthropic's $10BN Fundraise: Have They Beaten Cursor Already | a16z's $15BN Fundraise: Is the Middle Dead in VC Today? | How OpenAI Could Go to Zero and ElevenLabs at $11BN: Buy or Not?

At a high level, and this is a Zoom out comment, but it's a scary one if you're Microsoft.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anthropic's $10BN Fundraise: Have They Beaten Cursor Already | a16z's $15BN Fundraise: Is the Middle Dead in VC Today? | How OpenAI Could Go to Zero and ElevenLabs at $11BN: Buy or Not?

It's like every single knowledge worker uses the Office suite.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anthropic's $10BN Fundraise: Have They Beaten Cursor Already | a16z's $15BN Fundraise: Is the Middle Dead in VC Today? | How OpenAI Could Go to Zero and ElevenLabs at $11BN: Buy or Not?

You get PowerPoint, you get Excel, you get Word.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anthropic's $10BN Fundraise: Have They Beaten Cursor Already | a16z's $15BN Fundraise: Is the Middle Dead in VC Today? | How OpenAI Could Go to Zero and ElevenLabs at $11BN: Buy or Not?

What is the AI version of the Office suite?