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.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 50 in all, peaking in May 2026 with 10.
Appearances
It'll be the same as today.
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Yeah, plus or my you know, it's not going away.
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Basically, again, from memory, it's a sub ten times cash flow multiple, Harry.
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So unless it unless the ARR evaporates, not just doesn't grow but evaporates, you know, you can get there on a cash flow multiple.
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If Jason's view of the world, the mental view of the world is correct, if there are 10 or 125 billion dollar plus outcomes, which by the way don't
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think the point your relative significance will go down.
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I mean, you know, I couldn't tell you HP's market cap now to save my life because it doesn't matter.
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And that's the same thing.
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You did just you you'll do fine.
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You'll cash flow positive.
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Maybe if you find the right leader in the right product, you'll reignite growth.
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Yeah.
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Your trajectory is not to blow up, but your trajectory is to trade or eight or nine times cash flow.
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Numbers, canvas numbers, right?
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They are growing.
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They're going twenty percent.
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They were growing thirty percent, they're going at twenty percent now.
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And I know that because in Australia you have to file your revenue with the watch McCollum.
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But it's not but that's a big deceleration.
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Agree.
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Showing 1201–1220 of 26,931 · page 61 of 1347
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