Jason Lemkin

speaker

26,931 appearances 51 recordings 3 series first heard Aug 2022 last heard 3d 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

newest first · ▶ plays the moment

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

And then on the front edge of the thing, you have companies like Instinct, you know, raising Lily four weeks ago at two and a half billion, now raising at 10. matched

And you mentioned the Jeff Dean kind of spin out raising it 10 billion now raising it 50 billion. matched

The big picture point, it it it's really capped and obvious here, but it just shows venture, so unlike PE, is not about valuation and there's not there's not any uh safe assets. matched

It's just you're either in the head of the train in the new new thing, everything is possible, or matched

you in the tail end of the train and life is shitty. matched

I think that's true. matched

I was investing s only since I love this. matched

Only since 93 or 94. matched

So I did live to the dot-com investing thing. matched

And it was pretty crazy because you also had the whole millennial thing about, you know, Y2K and the world was going to end just like now. matched

We all have to have a world-ending thing. matched

And you know, let's be honest. matched

New Year's Eve, December 99 was a pretty wild freaking party in San Francisco, right? matched

Half the people were getting toasted drunk because they were rich, and the other half matched

Of the people were staying up, making sure that the Y2K thing didn't bring down the world, which was the actual worry at the time, bizarrely enough. matched

But it's nothing compared to this. matched

I think the ability of AI to just excite the imagination is just way higher. matched

And the internet was awesome, but AI, you know, you can start talking about the AI, the software is human, you can get carried away. matched

And then the second thing is, you know, instead of existentially worrying about the computers won't work because of Y2K. matched

We now get to worry about the whole world ending. matched

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