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

In other words, the growth of new AR didn't happen. matched

So they have their AI ARR metric went up, but overall ARR went down. matched

And you know what that means is you're just channeling some into the good thing. matched

But yes, you at least with the program that you need to win, which is matched

A start, but you're not winning. matched

Cause the Jason rule, which I go back to, if it ain't growing, you ain't winning. matched

If people ain't paying for it, you ain't winning. matched

They have scale, they're not going away. matched

$25 billion in revenue, whatever. matched

There was no news here. matched

Which is interesting because overall it's been a pretty good few weeks for software in general. matched

I mean, you've seen big jumps and things. matched

I said huge jumps in the cyber stocks, big jumps overall in world cloud, and the entire SaaS apocalypse. matched

has been unwound. matched

But I think Jason, to your point, what's been happening is it's been a real distillation of, oh, these kind of businesses aren't going to be winners. matched

They should stay low. matched

And then these kind of businesses are doing super well. matched

You know, Adobe is in the first, more in the first category than the second. matched

So boys. matched

Same as today. matched

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