AI agent startups

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Feb 26, 2026 by Jason Lemkin · across every show →

Everything said about AI agent startups, oldest first

Feb 26, 2026 bearish
Prediction Open · timeframe Feb 2029
Lemkin: Shopify and Monday will be killed by vertical AI startups
“So they're going to get killed by the startup that does it. They're going to get killed. Killed.”
Jason Lemkin Feb 26, 2026 ▶ 16:39 Citrini Research Breakdown: Agents, "Ghost GDP", Consumer Spend | Figma Earnings Beat · 20VC with Harry Stebbings
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