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Jason Lemkin

๐Ÿ‘ค Speaker
4954 total appearances

Appearances Over Time

Podcast Appearances

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: SpaceX Completes Acquisition of xAI | The 2026 SaaS Massacre: Public Market Collapse | Microsoft's $360 Billion Market Cap Loss | NVIDIA's $100BN Investment Dispute with OpenAI | Waymo Raises $16 Billion at a $110 Billion Valuation

But the first thing in Mole Book, the first thing that Mole Book does when an agent reconnects is it goes to the skill file and it silently gets new instructions without you knowing it.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: SpaceX Completes Acquisition of xAI | The 2026 SaaS Massacre: Public Market Collapse | Microsoft's $360 Billion Market Cap Loss | NVIDIA's $100BN Investment Dispute with OpenAI | Waymo Raises $16 Billion at a $110 Billion Valuation

So you think you're setting this thing up that's harmless and maybe it is harmless.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: SpaceX Completes Acquisition of xAI | The 2026 SaaS Massacre: Public Market Collapse | Microsoft's $360 Billion Market Cap Loss | NVIDIA's $100BN Investment Dispute with OpenAI | Waymo Raises $16 Billion at a $110 Billion Valuation

But then when it goes on autopilot and it's not sentient, but when every four hours it checks in and then it silently updates its skills without you knowing, what if someone, I mean, it's already full of crypto scams.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: SpaceX Completes Acquisition of xAI | The 2026 SaaS Massacre: Public Market Collapse | Microsoft's $360 Billion Market Cap Loss | NVIDIA's $100BN Investment Dispute with OpenAI | Waymo Raises $16 Billion at a $110 Billion Valuation

What if someone less benign was running it, right?

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: SpaceX Completes Acquisition of xAI | The 2026 SaaS Massacre: Public Market Collapse | Microsoft's $360 Billion Market Cap Loss | NVIDIA's $100BN Investment Dispute with OpenAI | Waymo Raises $16 Billion at a $110 Billion Valuation

It's one skill MD away from pretty nefarious stuff, right?

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: SpaceX Completes Acquisition of xAI | The 2026 SaaS Massacre: Public Market Collapse | Microsoft's $360 Billion Market Cap Loss | NVIDIA's $100BN Investment Dispute with OpenAI | Waymo Raises $16 Billion at a $110 Billion Valuation

And when you have like the creator of vibe coding connecting his account to it,

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: SpaceX Completes Acquisition of xAI | The 2026 SaaS Massacre: Public Market Collapse | Microsoft's $360 Billion Market Cap Loss | NVIDIA's $100BN Investment Dispute with OpenAI | Waymo Raises $16 Billion at a $110 Billion Valuation

It's pretty easy to punk people.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: SpaceX Completes Acquisition of xAI | The 2026 SaaS Massacre: Public Market Collapse | Microsoft's $360 Billion Market Cap Loss | NVIDIA's $100BN Investment Dispute with OpenAI | Waymo Raises $16 Billion at a $110 Billion Valuation

Me, I was on it, you're on it.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: SpaceX Completes Acquisition of xAI | The 2026 SaaS Massacre: Public Market Collapse | Microsoft's $360 Billion Market Cap Loss | NVIDIA's $100BN Investment Dispute with OpenAI | Waymo Raises $16 Billion at a $110 Billion Valuation

What's his name?

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: SpaceX Completes Acquisition of xAI | The 2026 SaaS Massacre: Public Market Collapse | Microsoft's $360 Billion Market Cap Loss | NVIDIA's $100BN Investment Dispute with OpenAI | Waymo Raises $16 Billion at a $110 Billion Valuation

The Karpathy or whatever his name is, he's on it.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: SpaceX Completes Acquisition of xAI | The 2026 SaaS Massacre: Public Market Collapse | Microsoft's $360 Billion Market Cap Loss | NVIDIA's $100BN Investment Dispute with OpenAI | Waymo Raises $16 Billion at a $110 Billion Valuation

They're all connecting their accounts.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: SpaceX Completes Acquisition of xAI | The 2026 SaaS Massacre: Public Market Collapse | Microsoft's $360 Billion Market Cap Loss | NVIDIA's $100BN Investment Dispute with OpenAI | Waymo Raises $16 Billion at a $110 Billion Valuation

Well, it is fake today.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: SpaceX Completes Acquisition of xAI | The 2026 SaaS Massacre: Public Market Collapse | Microsoft's $360 Billion Market Cap Loss | NVIDIA's $100BN Investment Dispute with OpenAI | Waymo Raises $16 Billion at a $110 Billion Valuation

I want to hear where it's at.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: SpaceX Completes Acquisition of xAI | The 2026 SaaS Massacre: Public Market Collapse | Microsoft's $360 Billion Market Cap Loss | NVIDIA's $100BN Investment Dispute with OpenAI | Waymo Raises $16 Billion at a $110 Billion Valuation

It is.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: SpaceX Completes Acquisition of xAI | The 2026 SaaS Massacre: Public Market Collapse | Microsoft's $360 Billion Market Cap Loss | NVIDIA's $100BN Investment Dispute with OpenAI | Waymo Raises $16 Billion at a $110 Billion Valuation

Bear in mind, it can do all of that today.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: SpaceX Completes Acquisition of xAI | The 2026 SaaS Massacre: Public Market Collapse | Microsoft's $360 Billion Market Cap Loss | NVIDIA's $100BN Investment Dispute with OpenAI | Waymo Raises $16 Billion at a $110 Billion Valuation

Notebook is massive security issues and they wave their hands because they think that's just part of the game, but it isn't set.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: SpaceX Completes Acquisition of xAI | The 2026 SaaS Massacre: Public Market Collapse | Microsoft's $360 Billion Market Cap Loss | NVIDIA's $100BN Investment Dispute with OpenAI | Waymo Raises $16 Billion at a $110 Billion Valuation

Like they don't do it yet.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: SpaceX Completes Acquisition of xAI | The 2026 SaaS Massacre: Public Market Collapse | Microsoft's $360 Billion Market Cap Loss | NVIDIA's $100BN Investment Dispute with OpenAI | Waymo Raises $16 Billion at a $110 Billion Valuation

Right now it's humans kicking off a process, but it's scary.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: SpaceX Completes Acquisition of xAI | The 2026 SaaS Massacre: Public Market Collapse | Microsoft's $360 Billion Market Cap Loss | NVIDIA's $100BN Investment Dispute with OpenAI | Waymo Raises $16 Billion at a $110 Billion Valuation

That's the takeaway, Harry.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: SpaceX Completes Acquisition of xAI | The 2026 SaaS Massacre: Public Market Collapse | Microsoft's $360 Billion Market Cap Loss | NVIDIA's $100BN Investment Dispute with OpenAI | Waymo Raises $16 Billion at a $110 Billion Valuation

For what it's worth, there's one site that was built last night, which was a Malt Book derivative.