Jason Lemkin on Shopify

1153 days apart Reversed

In 2023, Lemkin called VCs "losers" for buying Shopify stock; by 2026, he stated he was "betting on" Shopify himself.

THEN · Jan 13, 2023

0:00 / 0:06exact quote · 6.8s

NOW · Mar 12, 2026

0:00 / 0:13exact quote · 13.8s

“And so when I see VCs on Twitter talking about how they're looking at buying some shares of Shopify, honestly, I think they're losers.”

Jan 13, 2023 · Jason Lemkin: WTF is Going On in VC? Are LPs Investing in New Funds? | 20VC #965 · 20VC with Harry Stebbings full source →

“I'm betting on momentum is the only thing that's going to save us. Save us in the age of AI. So I'm betting on overpriced Palantir, Cloudflare, which is re-accelerating and benefiting from AI, and, and Shopify, uh, which is gaining market share.”

Mar 12, 2026 · Anthropic vs The Pentagon: Who Wins? | The Data Center Arms Race | The Ultimate Stock Picks · 20VC with Harry Stebbings full source →

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Jason Lemkin on Shopify

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