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.

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

The problem is there's no fundamental voice-verified

There's no massive revenue stream like the LLM revenue stream to support the company and the valuation today. voice-verified

So once belief goes, it can be quite scary down there. voice-verified

Because in the end, you know, when Figma went down, you could say, well, at least we're doing a billion dollars in revenue, we're going forty percent. voice-verified

Well worth something, goddammit. voice-verified

We are still somebody. voice-verified

When you have these kind of businesses that where the revenue traction isn't as clear, the valuations are high, and probably voice-verified

You like the strategic outcome as an MA, when those fall through, it can it can be tougher. voice-verified

If there was a backup bid, I would probably, if I was them, I would hit that bid. voice-verified

Harry. voice-verified

Uh absolutely. voice-verified

IPOs is about distribution and one you know, it's not the no retail is not the primary source of distribution. voice-verified

You know, there's typically this mental rule you only want a certain percentage to go to retail. voice-verified

But that is percentage expanded and I think SpaceX had a high retail allocation of thirty percent. voice-verified

It's to some extent it's it's it's not enormous money, but it's free money. voice-verified

If you're Robin Hood for just you know, you're not it's not like you're writing the S1, you sign on the bottom, you distribute your voice-verified

Shares, you can allocate them to clients, and especially in a market where you get an IPO pop, gravy all round. voice-verified

You make money from the underwriting fees and you make your best clients happy with an IPO pop. voice-verified

So it's a good business to be in. voice-verified

And probably from the lead underwriters perspective, especially for these high-end tech offerings, the Robin Hood clientele is probably one that has a high propensity to want to buy these stocks. voice-verified

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