Jason Lemkin

speaker

26,931 appearances 51 recordings 3 series first heard Aug 2022 last heard 4d 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: 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

But this is a this is a long haul process. voice-verified

Now it may be near takeoff, but you know, we'll see. voice-verified

It didn't to me. voice-verified

I mean, I think that at the early stage doing companies that are going to be directly in conflicts seemed a stretch to me. voice-verified

So no, it did not seem strange to me that the team at Instinct objected to it at all. voice-verified

You're right. voice-verified

Separate story. voice-verified

There's a whole bunch of people that are in both let's take the other extreme, both foundation models. voice-verified

But again, as we've discussed many times, the early stage venture business where you're active involved on the board is just very different than the now much larger voice-verified

later stage venture business where you effectively re recreate in the public markets. voice-verified

It totally makes sense to be in OpenAI and Anthropic at $200 billion pre each time. voice-verified

You get limited information rights, retroactive information only, and you know you're just on the cap table, and it's no different than being in two public companies. voice-verified

It's no different than investing in Intel and AMD. voice-verified

That's where there's no conflict and it doesn't matter. voice-verified

I don't think anyone, let's let's give an example, Harry. voice-verified

I don't think anyone could be on the board of Anthropic and also on the board of OpenAI. voice-verified

And the thing about early stage is if you're getting 10% ownership, you're probably looking at a board seat, you're probably looking at significantly more information rights. voice-verified

So th that alone would be problematic. voice-verified

Then on top of that, there's the raw signaling. voice-verified

Yeah, if you just raise money from index and your um instinct, there's a signaling comment about them investing. voice-verified

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