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Jason Lemkin

๐Ÿ‘ค Person
1631 total appearances

Appearances Over Time

Podcast Appearances

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC's Big Fat Quiz of the Year: Founder, Fund and Breakout Company of 2025 | Predictions for 2026: The Company to Buy, The Biggest Short | Why Salesforce Could Win 2026 and The Tailwinds NVIDIA Will Face

That's it.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC's Big Fat Quiz of the Year: Founder, Fund and Breakout Company of 2025 | Predictions for 2026: The Company to Buy, The Biggest Short | Why Salesforce Could Win 2026 and The Tailwinds NVIDIA Will Face

But there's also multiples is another way to judge firms, right?

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC's Big Fat Quiz of the Year: Founder, Fund and Breakout Company of 2025 | Predictions for 2026: The Company to Buy, The Biggest Short | Why Salesforce Could Win 2026 and The Tailwinds NVIDIA Will Face

Even if the absolute ones will be high.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC's Big Fat Quiz of the Year: Founder, Fund and Breakout Company of 2025 | Predictions for 2026: The Company to Buy, The Biggest Short | Why Salesforce Could Win 2026 and The Tailwinds NVIDIA Will Face

And then...

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC's Big Fat Quiz of the Year: Founder, Fund and Breakout Company of 2025 | Predictions for 2026: The Company to Buy, The Biggest Short | Why Salesforce Could Win 2026 and The Tailwinds NVIDIA Will Face

We are part of social media.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC's Big Fat Quiz of the Year: Founder, Fund and Breakout Company of 2025 | Predictions for 2026: The Company to Buy, The Biggest Short | Why Salesforce Could Win 2026 and The Tailwinds NVIDIA Will Face

There's aesthetic.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC's Big Fat Quiz of the Year: Founder, Fund and Breakout Company of 2025 | Predictions for 2026: The Company to Buy, The Biggest Short | Why Salesforce Could Win 2026 and The Tailwinds NVIDIA Will Face

What is the most aesthetically successful CEO or fund?

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC's Big Fat Quiz of the Year: Founder, Fund and Breakout Company of 2025 | Predictions for 2026: The Company to Buy, The Biggest Short | Why Salesforce Could Win 2026 and The Tailwinds NVIDIA Will Face

I'm gonna vote for Neo.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC's Big Fat Quiz of the Year: Founder, Fund and Breakout Company of 2025 | Predictions for 2026: The Company to Buy, The Biggest Short | Why Salesforce Could Win 2026 and The Tailwinds NVIDIA Will Face

I'm giving Neo my vote.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC's Big Fat Quiz of the Year: Founder, Fund and Breakout Company of 2025 | Predictions for 2026: The Company to Buy, The Biggest Short | Why Salesforce Could Win 2026 and The Tailwinds NVIDIA Will Face

Neo, if you look at aesthetics, let's look at aesthetics.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC's Big Fat Quiz of the Year: Founder, Fund and Breakout Company of 2025 | Predictions for 2026: The Company to Buy, The Biggest Short | Why Salesforce Could Win 2026 and The Tailwinds NVIDIA Will Face

First money into Cursor, CalSheet, Cognition.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC's Big Fat Quiz of the Year: Founder, Fund and Breakout Company of 2025 | Predictions for 2026: The Company to Buy, The Biggest Short | Why Salesforce Could Win 2026 and The Tailwinds NVIDIA Will Face

Pretty hard to do for someone that 24 months ago seemed to be having weird arguments with Gary Tan on Twitter.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC's Big Fat Quiz of the Year: Founder, Fund and Breakout Company of 2025 | Predictions for 2026: The Company to Buy, The Biggest Short | Why Salesforce Could Win 2026 and The Tailwinds NVIDIA Will Face

Okay.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC's Big Fat Quiz of the Year: Founder, Fund and Breakout Company of 2025 | Predictions for 2026: The Company to Buy, The Biggest Short | Why Salesforce Could Win 2026 and The Tailwinds NVIDIA Will Face

And then takes that and relatively hustled, literally hustles his way into Cursor, hanging out at MIT, giving programming tests himself.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC's Big Fat Quiz of the Year: Founder, Fund and Breakout Company of 2025 | Predictions for 2026: The Company to Buy, The Biggest Short | Why Salesforce Could Win 2026 and The Tailwinds NVIDIA Will Face

Probably actually, I think being the second investor in Cursor, but maybe the first pseudo institutional investor.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC's Big Fat Quiz of the Year: Founder, Fund and Breakout Company of 2025 | Predictions for 2026: The Company to Buy, The Biggest Short | Why Salesforce Could Win 2026 and The Tailwinds NVIDIA Will Face

putting his own 5 million into Cal sheet out of his own pocket.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC's Big Fat Quiz of the Year: Founder, Fund and Breakout Company of 2025 | Predictions for 2026: The Company to Buy, The Biggest Short | Why Salesforce Could Win 2026 and The Tailwinds NVIDIA Will Face

Maybe his absolute returns will not equal indexes or not.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC's Big Fat Quiz of the Year: Founder, Fund and Breakout Company of 2025 | Predictions for 2026: The Company to Buy, The Biggest Short | Why Salesforce Could Win 2026 and The Tailwinds NVIDIA Will Face

I'd equal the average GP sitting at that.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC's Big Fat Quiz of the Year: Founder, Fund and Breakout Company of 2025 | Predictions for 2026: The Company to Buy, The Biggest Short | Why Salesforce Could Win 2026 and The Tailwinds NVIDIA Will Face

Where's that?

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC's Big Fat Quiz of the Year: Founder, Fund and Breakout Company of 2025 | Predictions for 2026: The Company to Buy, The Biggest Short | Why Salesforce Could Win 2026 and The Tailwinds NVIDIA Will Face

Where's that fancy office Harry next to Horsley where I saw index when I was there.