AI agent vendors
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Feb 19, 2026 by Jason Lemkin · across every show →
Everything said about AI agent vendors, oldest first
Feb 19, 2026 bearish
Lemkin: AI agent vendors lack defensibility because customers rapidly switch products
“I'd actually don't think any of the agent vendors are safe from disruption because we will, even us, like everyone's promiscuous with agents. We will switch it. Like, this is so much better than what we had two weeks ago. We'll switch to the next one.”