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

I want good guys to win. matched

But you know, if you look at it, if instead of Stripe reaccelerating to 40%, they'd accelerated down to 20 and 15, then they'd you know, I mean they still matched

Now they have huge cash flows, so they, yeah, no matter what, they're fine. matched

But it's just interesting. matched

Slowing growth and being valued on a cash flow basis is a profound adjustment in the valuation metric. matched

Oddly enough, as I think about Stripe is the only guys who could weather that storm, because apparently it kicks off so much cash. matched

I'm sorry, Jason. matched

You're off to be a superstar. matched

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · 20VC: Jensen Huang Declares AGI Has Arrived | GPT Astra and Fable 5.1 Accelerate the Model Race | Tesla Launches Cybercabs | Index Pulls Out of Town & Anthropic Pulls From Descartes Acquisition · 10 Sep 2026 podcast

There's going to be no financial math you can use to buy the stock. voice-verified

When someone goes risk on, everyone goes risk on. voice-verified

I would imagine as we speak there are twenty engineers locked in a room in somewhere in Palo Alto Amen, literally with guards on the door saying, Nobody eats and nobody leaves until you ship instant clone. voice-verified

Now it's just uh that's a series C round. voice-verified

There was a free 10X in the public market in three years there on Robin Hood. voice-verified

In this market, the people who are making the money are the people who are just running fastest and evolving quickest. voice-verified

Well, hang on. voice-verified

You have examples both ways. 'Cause you're right, Jason. voice-verified

The the LinkedIn scraping in the end, no no business at scale ever gets built on that and no business at scale ever gets built on breaking Google's terms of service. voice-verified

On the other hand, Uber blustered their way through, broke the laws, and eventually it was so popular that politicians folded. voice-verified

Yeah, for sure. voice-verified

You know, the truth is I've learned that there's no one answer here, right? voice-verified

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