Jason Lemkin

speaker

26,931 appearances 51 recordings 3 series first heard Aug 2022 last heard 2d ago

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

I think this has to be an all-in meta bet, in a way that frankly, I reject the comparison with Slack, the Facebook for matched

Work product was like a toy. matched

It was not a core issue to them. matched

This is a core issue. matched

So I think you're right. matched

They go for it, hook, line, and sinker. matched

Now, the interesting thing about the poolside analogy and instinct is you could have the same outcome here, which is poolside said we ran out of capital to keep playing, but we had an excellent outcome because there was a company with an even bigger market cap who wanted the assets that Pool Hideside has assembled. matched

Nvidia wanted access. matched

To the model, access to the talent. matched

I mean, let's put it out here. matched

The same thing could happen here, which is that Instinct executes, build a huge user base, and an OpenAI steps up and says, and it's interesting, I think that the founder of Instinct either worked at Sierra or Brett Taylor's a big fan of, and Brett Taylor is obviously among the many other things that man does, is the chairman of OpenAI. matched

It may matched

Well be that instinct builds a lot of traction, doesn't have a cash flow positive IPO potential, but has a very attractive upside exit. matched

I don't discount that. matched

Maybe 10 billion is a little lofty, but you gotta believe if if it got meaningful differentiated traction, that it would be interesting to someone who wants to build a business in this place. matched

On that, because I've been thinking about that. matched

You're right. matched

It's not what I do either, but I look at this and I do, you know, you always question yourself, is there anything you can learn? matched

There is an argument, I'm not yet making it, but I'm just acknowledging that the expected value of a number of those bets could be strongly positive. matched

Admittedly, the variance is high. matched

Showing 861–880 of 26,931 · page 44 of 1347