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

It takes forever. matched

And this is going back to the point is I think Canva is still growing very nicely, but it is de-accelerating. matched

And even though I like them and I want them to win, they're founder led, whereas Adobe, as you say, is at this point exploding. matched

Exploiting me every time I buy their product, I load their licensing system so much. matched

The hard truth is this when you're going through that transition, it's hard to get to a public offering. matched

So when you ask about the two stocks, Harry, what you're basically saying is, would you like to own something at eight times cash flow with 13% growth, where at least you're liquid, or would you prefer to own something at 20% growth, admittedly deaccelerating? matched

The question is, can they get through the liquidity window? matched

Right? matched

Price clears all markets. matched

And there's a relative. matched

I mean, I think the interesting question, yeah, is how you think about relative valuation. matched

But I just think the having to go from the growth valuation world to the value-based world sucks. matched

And doing it while private is hard because it takes a long time to just get through that nut. matched

And during that time, you're standing still, right? matched

I mean, it sucks doing it as public too. matched

It just sucks doing it in general. matched

a different investor base, you have different dynamics, but it's just a hard role to hold. matched

And you know, it's it's the risk of being private for a long time. matched

You know, Stripe avoided that risk because they re-accelerate. matched

And I really hope Canva can find a way to re-accelerate too, because I want you know the good I want the founders to win. matched

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