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Jason Lemkin

๐Ÿ‘ค Speaker
13791 total appearances

Appearances Over Time

Podcast Appearances

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: OpenAI & SpaceX S1 Drops | NVIDIA's $81BN Revenue Quarter | Cloudlfare and ClickUp Do Controversial Layoffs | Exa, OpenRouter and Polsia Raise Mega Rounds | Uber and Microsoft Declare AI ROI for Developers is Questionable

But sometimes they're not the most creative person in the organization.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: OpenAI & SpaceX S1 Drops | NVIDIA's $81BN Revenue Quarter | Cloudlfare and ClickUp Do Controversial Layoffs | Exa, OpenRouter and Polsia Raise Mega Rounds | Uber and Microsoft Declare AI ROI for Developers is Questionable

But sometimes they're not the most creative person in the organization.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: OpenAI & SpaceX S1 Drops | NVIDIA's $81BN Revenue Quarter | Cloudlfare and ClickUp Do Controversial Layoffs | Exa, OpenRouter and Polsia Raise Mega Rounds | Uber and Microsoft Declare AI ROI for Developers is Questionable

Sometimes they think they're product centric, but they really just sit in meetings.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: OpenAI & SpaceX S1 Drops | NVIDIA's $81BN Revenue Quarter | Cloudlfare and ClickUp Do Controversial Layoffs | Exa, OpenRouter and Polsia Raise Mega Rounds | Uber and Microsoft Declare AI ROI for Developers is Questionable

Sometimes they think they're product centric, but they really just sit in meetings.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: OpenAI & SpaceX S1 Drops | NVIDIA's $81BN Revenue Quarter | Cloudlfare and ClickUp Do Controversial Layoffs | Exa, OpenRouter and Polsia Raise Mega Rounds | Uber and Microsoft Declare AI ROI for Developers is Questionable

And so I always take a little grain...

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: OpenAI & SpaceX S1 Drops | NVIDIA's $81BN Revenue Quarter | Cloudlfare and ClickUp Do Controversial Layoffs | Exa, OpenRouter and Polsia Raise Mega Rounds | Uber and Microsoft Declare AI ROI for Developers is Questionable

And so I always take a little grain...

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: OpenAI & SpaceX S1 Drops | NVIDIA's $81BN Revenue Quarter | Cloudlfare and ClickUp Do Controversial Layoffs | Exa, OpenRouter and Polsia Raise Mega Rounds | Uber and Microsoft Declare AI ROI for Developers is Questionable

with a grain of salt when a COO says, we don't need more engineers, we don't need more product, we don't need any of this.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: OpenAI & SpaceX S1 Drops | NVIDIA's $81BN Revenue Quarter | Cloudlfare and ClickUp Do Controversial Layoffs | Exa, OpenRouter and Polsia Raise Mega Rounds | Uber and Microsoft Declare AI ROI for Developers is Questionable

with a grain of salt when a COO says, we don't need more engineers, we don't need more product, we don't need any of this.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: OpenAI & SpaceX S1 Drops | NVIDIA's $81BN Revenue Quarter | Cloudlfare and ClickUp Do Controversial Layoffs | Exa, OpenRouter and Polsia Raise Mega Rounds | Uber and Microsoft Declare AI ROI for Developers is Questionable

Because they're not usually, and I should have looked up this background, they're usually not deep engineering product backgrounds.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: OpenAI & SpaceX S1 Drops | NVIDIA's $81BN Revenue Quarter | Cloudlfare and ClickUp Do Controversial Layoffs | Exa, OpenRouter and Polsia Raise Mega Rounds | Uber and Microsoft Declare AI ROI for Developers is Questionable

Because they're not usually, and I should have looked up this background, they're usually not deep engineering product backgrounds.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: OpenAI & SpaceX S1 Drops | NVIDIA's $81BN Revenue Quarter | Cloudlfare and ClickUp Do Controversial Layoffs | Exa, OpenRouter and Polsia Raise Mega Rounds | Uber and Microsoft Declare AI ROI for Developers is Questionable

So they often live in a pre-AI world where products are static.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: OpenAI & SpaceX S1 Drops | NVIDIA's $81BN Revenue Quarter | Cloudlfare and ClickUp Do Controversial Layoffs | Exa, OpenRouter and Polsia Raise Mega Rounds | Uber and Microsoft Declare AI ROI for Developers is Questionable

So they often live in a pre-AI world where products are static.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: OpenAI & SpaceX S1 Drops | NVIDIA's $81BN Revenue Quarter | Cloudlfare and ClickUp Do Controversial Layoffs | Exa, OpenRouter and Polsia Raise Mega Rounds | Uber and Microsoft Declare AI ROI for Developers is Questionable

And I would argue Uber in many ways is a static product.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: OpenAI & SpaceX S1 Drops | NVIDIA's $81BN Revenue Quarter | Cloudlfare and ClickUp Do Controversial Layoffs | Exa, OpenRouter and Polsia Raise Mega Rounds | Uber and Microsoft Declare AI ROI for Developers is Questionable

And I would argue Uber in many ways is a static product.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: OpenAI & SpaceX S1 Drops | NVIDIA's $81BN Revenue Quarter | Cloudlfare and ClickUp Do Controversial Layoffs | Exa, OpenRouter and Polsia Raise Mega Rounds | Uber and Microsoft Declare AI ROI for Developers is Questionable

Uber, Uber Eats and everything, these are not radically different products than four or five years ago.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: OpenAI & SpaceX S1 Drops | NVIDIA's $81BN Revenue Quarter | Cloudlfare and ClickUp Do Controversial Layoffs | Exa, OpenRouter and Polsia Raise Mega Rounds | Uber and Microsoft Declare AI ROI for Developers is Questionable

Uber, Uber Eats and everything, these are not radically different products than four or five years ago.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: OpenAI & SpaceX S1 Drops | NVIDIA's $81BN Revenue Quarter | Cloudlfare and ClickUp Do Controversial Layoffs | Exa, OpenRouter and Polsia Raise Mega Rounds | Uber and Microsoft Declare AI ROI for Developers is Questionable

These are clever marketplaces that scale like nobody's business.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: OpenAI & SpaceX S1 Drops | NVIDIA's $81BN Revenue Quarter | Cloudlfare and ClickUp Do Controversial Layoffs | Exa, OpenRouter and Polsia Raise Mega Rounds | Uber and Microsoft Declare AI ROI for Developers is Questionable

These are clever marketplaces that scale like nobody's business.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: OpenAI & SpaceX S1 Drops | NVIDIA's $81BN Revenue Quarter | Cloudlfare and ClickUp Do Controversial Layoffs | Exa, OpenRouter and Polsia Raise Mega Rounds | Uber and Microsoft Declare AI ROI for Developers is Questionable

The second point I'll say is I think what actually what I do think is more interesting from this is I hate to say that everything's bifurcated, right?

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: OpenAI & SpaceX S1 Drops | NVIDIA's $81BN Revenue Quarter | Cloudlfare and ClickUp Do Controversial Layoffs | Exa, OpenRouter and Polsia Raise Mega Rounds | Uber and Microsoft Declare AI ROI for Developers is Questionable

The second point I'll say is I think what actually what I do think is more interesting from this is I hate to say that everything's bifurcated, right?