Jason Lemkin

speaker

26,931 appearances 51 recordings 3 series first heard Aug 2022 last heard 5d ago

Jason Lemkin’s voice in public audio — every appearance, attributed to the second.

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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

Not not even relevant, Harry. voice-verified

The real question is, look, it wasn't a my guess is voice-verified

it typically in these deals there's a LOI, then there's a definitive agreement, at which point it gets announced, and then it closes, right? voice-verified

This was probably after the LOI at best, but before a definitive agreement. voice-verified

So it didn't walk from a signed deal. voice-verified

They probably had a deal that said, hey, we're interested in this company. voice-verified

Here's a price we pay. voice-verified

We want a 30-day exclusive to do due diligence and the deal didn't survive due diligence. voice-verified

I think the real truth is it's a bummer that it leaked. voice-verified

Right. voice-verified

And I don't know who leaked it, but they didn't do anyone any favors. voice-verified

We recently had a much smaller deal closed, but you know, it didn't leak. voice-verified

So it's easier. voice-verified

That way once it leaks, even if you leak it to dr as as the p company being acquired to drum up competitive bid, the problem is you've set yourself up for this thing whereby if subsequently the deal doesn't come together, y you look a bit, you know, shop spoiled, for lack of a better word. voice-verified

thing is it would be interesting to know because I always hate when you get to a know further down a process for something that was knowable up front. voice-verified

And I would have guessed for what it's worth that this kind of thing where fundamentally you're buying a technology. voice-verified

If you're the most technically savvy, you know, AI company on the planet, you'd have thought they'd have known a priori what the technology was and therefore this wouldn't happen. voice-verified

Doubly hard in this case, because I think there's a large number good piece on it recently, the large number of these neo labs where they're all doing interesting stuff, but it's not clear if there's a commercially viable standalone business here at scale. voice-verified

Some of them might will be great investments, because I do think the Foundational Model Companies, once they're public, will be acquirers of some of their stuff for TAM expansion. voice-verified

But they won't all be great investments. voice-verified

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