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 monthsRecordings per month over the last 12 months — 50 in all, peaking in May 2026 with 10.
Appearances
Look, the valuation
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but there is some intrinsic value to be like, you know, if I mean let's ask what the I mean, brutal comment.
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If the American winners are worth a trillion and the European GDP is roughly seventy, eighty percent of the American GDP, I don't think that implies, to be clear, eight hundred billion, but you might get to thirty, forty, fifty.
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It's it's not a crazy end state.
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But I agree, Jason.
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It feels like your problem I don't think they did it on the basis of
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of market comps and compos.
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I think they did it on the basis of state strategically.
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Boys, is there any others that I've missed that you think we should do?
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I mean, I'm just trying to find interesting private stuff.
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I mean, Jason, any comment on Adobe linking on?
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New CEO taking over.
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I saw the results.
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W any any thoughts?
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Because you're the Adobe expert here.
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I broadly agree with you and it's interesting.
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They did the you know, we're not leaning into ARR growth, we're leaning into getting free usage and that was the play they did in the nineties.
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And that's where I was going.
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I I think, you know, because this is where I reason I asked you is that's a playbook that might have worked two or three years ago.
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But to your point now, what you're basically because our net new ARR went down significantly.
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Showing 1161–1180 of 26,931 · page 59 of 1347
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