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 monthsRecordings per month over the last 12 months — 50 in all, peaking in May 2026 with 10.
Appearances
founded this.
matched
We want to know what you're doing now.
matched
And what it's basically saying is we can't do what it takes to fix this thing at 3x revenues.
matched
So we'll sell it to you, take your stock at 12 times revenue, because you'll be hard-nosed enough to cut extraneous costs, raise prices, accept a fair amount of churn, and plow truth.
matched
Just interesting, but also not crazy.
matched
It's kind of an interesting comment on how institutions can determine outcomes.
matched
It's not all rational economics.
matched
And it probably makes sense.
matched
Bending spoons will probably do a better job than a venture syndicate at making that thing cash flow positive.
matched
And if you're a customer of any of these companies, just be ready for the 40% price increase.
matched
What they're really finding out is the marginal propensity to pay versus how much the VC, we probably almost certainly, as an industry, overinvested in sales and marketing and sold people who had to be sold into the product.
matched
What they're saying is, I don't want the customers who had to be sold into the product.
matched
I want a customers who hate us so much for doubling our prices, but still need this product and won't go away.
matched
It's a different worldview.
matched
Because yeah, you're gonna get initial churn when they put through those price increases.
matched
But the perspective is the people who stay really need the product.
matched
This is like what happens when you have to pay full bold
matched
Yeah,
matched
yeah.
matched
I
matched
Showing 961–980 of 26,931 · page 49 of 1347
← Previous
Next →