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.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 50 in all, peaking in May 2026 with 10.
Appearances
Doing 4 billion got 60 billion.
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I don't know if you get a 40 billion dollar outcome without a shit ton of revenue.
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My point is the risk return profile was widely attractive and
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April and decreasingly unattractive fairly quickly by the time you come to September.
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So that is the problem with those kind of bets.
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Not bad.
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Inevitable because I have a little report on our Salesforce that literally lists every unicorn.
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And I can do it a bunch of different ways.
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One of them being literally by post money.
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I just eyeball down and you see what's going on.
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You know, and you just rank and it jumped out of you like a sore thumb.
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The last round was in 21 at 17 billion.
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And when you eyeball, you know, you you you you start to see the Lagour, you start to see the levels, you start to see all the
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Cognitions just above them and just below them, you know, new rounds at ten, twenty billion dollars.
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You see, we track headcount code at the same time.
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Oh my God, headcount's exploding.
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And then you have the thing stuck at seventeen billion.
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And it was really the largest, utterly stale valuation from that period.
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So you look and you go, ah, y almost inevitably you're high and dry because you're a a productivity tool in a world that just doesn't work that way and can
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it's obviously way ahead on valuation, I mean, of where its actual market size or traction can be.
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Showing 901–920 of 26,931 · page 46 of 1347
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