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

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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

Like the Resi example and just voice-verified

For you uh listeners, what happened is that the instinct agent, one of the classic use cases for this is getting reservations at hard-to-get restaurants. voice-verified

So a whole bunch of people started using it over the weekend and the pounding on the Resi reservation API till the thing breaks. voice-verified

And that's the kind of thing that's gonna happen. voice-verified

And and that, you know, the truth is if instinct, if these do become ubiquitous, then the booking reservation systems are just gonna voice-verified

have to find a way to deal with it. voice-verified

They're gonna have to have a separate API, they're gonna have to segment the number of hits you can do. voice-verified

They're gonna have to do something. voice-verified

But the truth is if there's a whole bunch of people trying to book restaurants and you're in the restaurant booking business, you're gonna find a way to make it work. voice-verified

But definitely some rear voice-verified

You know what's voice-verified

Yes. voice-verified

The interesting thing is you're right, Jason, it's kind of a it's a portfolio and a worldview kind of bet because you know, you you have this company that's exploding in interest, clearly didn't take a huge amount of time to build, but it's kind of got this early lead but not a ton of monetization. voice-verified

And your choices as an investor are do you put money in this at four billion or five billion, or do you say, Oh, it's easy to clone and there's ten more like it, and you know voice-verified

Do one of the others at 50 pre in the hope that they get acquired by Meta instead, right? voice-verified

And the hard thing is, you know, you you're right. voice-verified

In these investments, just like Google early on, there's going to be no financial math you can use to buy the stock. voice-verified

You're just basically saying it's a huge category. voice-verified

Because in every consumer investment, the trick is, you know, establish the momentum as early as possible, establish the monetization later. voice-verified

And, you know. voice-verified

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