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

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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

In other words, it's a risky way to make money. matched

You should ask yourself as you're building a portfolio of 30 bets, is it okay? matched

To have three of those bets in your portfolio. matched

Probably not a 10 billion, but right. matched

It wasn't reckless. matched

I think Kleiner did the round at 500 and Mamun's overshrewd. matched

It's not reckless to do a round at 500, even if you believe the expect the profile, the payout profile is two in ten chance of a 20x positive multiple. matched

And if you don't get the positive multiple, you're going to build a company that just can cash flow and doesn't make it. matched

For sure. matched

portfolio and you can take the risks, not the way I will run my business, but I'm in a bull market, or as Harry said, there's a whole bunch of upside acquirers with frankly free, you know, market caps that are fairly untethered themselves and have a massive need to move quickly, it's actually not a crazy way to make money. matched

I mean, this is the classic Silicon Valley thing is that examine that risk return profile at fifty pre, which is as far ago back as April, I think. matched

That's a wonderful profile. matched

At five hundred pre, which I think was the May or June round, that's interesting. matched

Yeah, that's a good bet, because they look further along. matched

The interesting thing is in the space of two or three more months, you've had around is it was was the other round the two billion, Harry, from memory? matched

Two point matched

2.5 billion. matched

Now you're getting into the hmm, it's a 4X if you get out of the billion. matched

And now you're raising a 10. matched

Now you really need that 50 or you know, you need a reminder: the largest MA outcome ever was cursor. matched

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