agentic products

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Feb 5, 2026 by Jason Lemkin · across every show →

Everything said about agentic products, oldest first

Feb 5, 2026 negative
Assertion Open
Lemkin: Agentic AI products have not yet inflected software revenues
“The evidence, you can't argue with the fact that the agentic products have not inflected revenue.”
Jason Lemkin Feb 5, 2026 ▶ 44:43 The SaaS Massacre: Public Market Collapse |Microsoft Lost $360B & NVIDIA’s $100B Dispute with OpenAI
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