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Jason Lemkin

πŸ‘€ Speaker
15651 total appearances
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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

It could be the GeoCities deal of the AI era.

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

It could be the GeoCities deal of the AI era.

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

We could look back on this.

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

We could look back on this.

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 listen, I'm on Team Elon, okay?

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 listen, I'm on Team Elon, okay?

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

But 100 times trailing sales, we may look back and say, these were some good companies.

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

But 100 times trailing sales, we may look back and say, these were some good companies.

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

But 100 times, my God, my God, that's worth $2 trillion?

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

But 100 times, my God, my God, that's worth $2 trillion?

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

Renting out chips because Jensen's your buddy and you're a good customer?

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

Renting out chips because Jensen's your buddy and you're a good customer?

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 just love the optimism.

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 just love the optimism.

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

It's SolarCity on steroids, and we're all here for it because we love AI, but it makes no sense.

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

It's SolarCity on steroids, and we're all here for it because we love AI, but it makes no sense.

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

The market's pretty happy at Nvidia right now.

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

The market's pretty happy at Nvidia right now.

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

Well, maybe just two thoughts for sure.

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

Well, maybe just two thoughts for sure.