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Jason Lemkin

๐Ÿ‘ค Speaker
13791 total appearances

Appearances Over Time

Podcast Appearances

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: OpenAI & SpaceX S1 Drops | NVIDIA's $81BN Revenue Quarter | Cloudlfare and ClickUp Do Controversial Layoffs | Exa, OpenRouter and Polsia Raise Mega Rounds | Uber and Microsoft Declare AI ROI for Developers is Questionable

There's a skepticism in the org where I think what this also the CEO said, it's it's there, but we can't measure it yet.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: OpenAI & SpaceX S1 Drops | NVIDIA's $81BN Revenue Quarter | Cloudlfare and ClickUp Do Controversial Layoffs | Exa, OpenRouter and Polsia Raise Mega Rounds | Uber and Microsoft Declare AI ROI for Developers is Questionable

There's a skepticism in the org where I think what this also the CEO said, it's it's there, but we can't measure it yet.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: OpenAI & SpaceX S1 Drops | NVIDIA's $81BN Revenue Quarter | Cloudlfare and ClickUp Do Controversial Layoffs | Exa, OpenRouter and Polsia Raise Mega Rounds | Uber and Microsoft Declare AI ROI for Developers is Questionable

So if you're Zuck, not literally Zuck, but if you're Zuck S, you're going to lean the hell in.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: OpenAI & SpaceX S1 Drops | NVIDIA's $81BN Revenue Quarter | Cloudlfare and ClickUp Do Controversial Layoffs | Exa, OpenRouter and Polsia Raise Mega Rounds | Uber and Microsoft Declare AI ROI for Developers is Questionable

So if you're Zuck, not literally Zuck, but if you're Zuck S, you're going to lean the hell in.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: OpenAI & SpaceX S1 Drops | NVIDIA's $81BN Revenue Quarter | Cloudlfare and ClickUp Do Controversial Layoffs | Exa, OpenRouter and Polsia Raise Mega Rounds | Uber and Microsoft Declare AI ROI for Developers is Questionable

When the team is telling you it works, you're going to say, let's give it the rest of the year.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: OpenAI & SpaceX S1 Drops | NVIDIA's $81BN Revenue Quarter | Cloudlfare and ClickUp Do Controversial Layoffs | Exa, OpenRouter and Polsia Raise Mega Rounds | Uber and Microsoft Declare AI ROI for Developers is Questionable

When the team is telling you it works, you're going to say, let's give it the rest of the year.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: OpenAI & SpaceX S1 Drops | NVIDIA's $81BN Revenue Quarter | Cloudlfare and ClickUp Do Controversial Layoffs | Exa, OpenRouter and Polsia Raise Mega Rounds | Uber and Microsoft Declare AI ROI for Developers is Questionable

If you're a skeptic maintaining those profit margins, you're going to be like, okay, this is performative token maxing.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: OpenAI & SpaceX S1 Drops | NVIDIA's $81BN Revenue Quarter | Cloudlfare and ClickUp Do Controversial Layoffs | Exa, OpenRouter and Polsia Raise Mega Rounds | Uber and Microsoft Declare AI ROI for Developers is Questionable

If you're a skeptic maintaining those profit margins, you're going to be like, okay, this is performative token maxing.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: OpenAI & SpaceX S1 Drops | NVIDIA's $81BN Revenue Quarter | Cloudlfare and ClickUp Do Controversial Layoffs | Exa, OpenRouter and Polsia Raise Mega Rounds | Uber and Microsoft Declare AI ROI for Developers is Questionable

Get me out here.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: OpenAI & SpaceX S1 Drops | NVIDIA's $81BN Revenue Quarter | Cloudlfare and ClickUp Do Controversial Layoffs | Exa, OpenRouter and Polsia Raise Mega Rounds | Uber and Microsoft Declare AI ROI for Developers is Questionable

Get me out here.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: OpenAI & SpaceX S1 Drops | NVIDIA's $81BN Revenue Quarter | Cloudlfare and ClickUp Do Controversial Layoffs | Exa, OpenRouter and Polsia Raise Mega Rounds | Uber and Microsoft Declare AI ROI for Developers is Questionable

And maybe there's going to be a case study of DoorDash versus Uber.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: OpenAI & SpaceX S1 Drops | NVIDIA's $81BN Revenue Quarter | Cloudlfare and ClickUp Do Controversial Layoffs | Exa, OpenRouter and Polsia Raise Mega Rounds | Uber and Microsoft Declare AI ROI for Developers is Questionable

And maybe there's going to be a case study of DoorDash versus Uber.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: OpenAI & SpaceX S1 Drops | NVIDIA's $81BN Revenue Quarter | Cloudlfare and ClickUp Do Controversial Layoffs | Exa, OpenRouter and Polsia Raise Mega Rounds | Uber and Microsoft Declare AI ROI for Developers is Questionable

DoorDash is still founder-led, one of the most aggressive CEOs out there, right?

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: OpenAI & SpaceX S1 Drops | NVIDIA's $81BN Revenue Quarter | Cloudlfare and ClickUp Do Controversial Layoffs | Exa, OpenRouter and Polsia Raise Mega Rounds | Uber and Microsoft Declare AI ROI for Developers is Questionable

DoorDash is still founder-led, one of the most aggressive CEOs out there, right?

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: OpenAI & SpaceX S1 Drops | NVIDIA's $81BN Revenue Quarter | Cloudlfare and ClickUp Do Controversial Layoffs | Exa, OpenRouter and Polsia Raise Mega Rounds | Uber and Microsoft Declare AI ROI for Developers is Questionable

JFC.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: OpenAI & SpaceX S1 Drops | NVIDIA's $81BN Revenue Quarter | Cloudlfare and ClickUp Do Controversial Layoffs | Exa, OpenRouter and Polsia Raise Mega Rounds | Uber and Microsoft Declare AI ROI for Developers is Questionable

JFC.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: OpenAI & SpaceX S1 Drops | NVIDIA's $81BN Revenue Quarter | Cloudlfare and ClickUp Do Controversial Layoffs | Exa, OpenRouter and Polsia Raise Mega Rounds | Uber and Microsoft Declare AI ROI for Developers is Questionable

I haven't seen DoorDash say, let's use less token, guys.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: OpenAI & SpaceX S1 Drops | NVIDIA's $81BN Revenue Quarter | Cloudlfare and ClickUp Do Controversial Layoffs | Exa, OpenRouter and Polsia Raise Mega Rounds | Uber and Microsoft Declare AI ROI for Developers is Questionable

I haven't seen DoorDash say, let's use less token, guys.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: OpenAI & SpaceX S1 Drops | NVIDIA's $81BN Revenue Quarter | Cloudlfare and ClickUp Do Controversial Layoffs | Exa, OpenRouter and Polsia Raise Mega Rounds | Uber and Microsoft Declare AI ROI for Developers is Questionable

If I see it from both, now, interestingly, if I see it from both, from one of the most aggressive founder-led companies out there, you know, one of Uber's biggest competitors, then I'll consider myself chastised.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: OpenAI & SpaceX S1 Drops | NVIDIA's $81BN Revenue Quarter | Cloudlfare and ClickUp Do Controversial Layoffs | Exa, OpenRouter and Polsia Raise Mega Rounds | Uber and Microsoft Declare AI ROI for Developers is Questionable

If I see it from both, now, interestingly, if I see it from both, from one of the most aggressive founder-led companies out there, you know, one of Uber's biggest competitors, then I'll consider myself chastised.