AI B2B startups

2 statements across 2 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Aug 21, 2025 by Jason Lemkin · across every show →

Everything said about AI B2B startups, oldest first

Aug 21, 2025 negative
Insight
Lemkin: VCs are ignoring major platform dependency risks in B2B AI startups
“These are ones we used to shy away from in venture. These are one of the many risks we're ignoring today because the growth is epic. We're ignore, we're ignoring so many risks and platform attaches all over AI B to B. There's so much platform risk and we've gi…”
Jason Lemkin Aug 21, 2025 ▶ 1:24:05 Databricks at $100BN, CoreWeave’s $11B Debt Bet & Nubank’s $2.5B Profit Shocker - Ep.19 · 20VC with Harry Stebbings
Mar 12, 2026
Insight
Lemkin: Shortage of forward deployed engineers limits AI B2B growth
“FDs forward deployed engineers for the moment are a limiting factor. And let me explain what I mean. What it means is no one has enough fully trained FDs that, that can get a customer up and running fast enough. No one has enough of these resources.”
Jason Lemkin Mar 12, 2026 ▶ 48:07 Anthropic vs The Pentagon: Who Wins? | The Data Center Arms Race | The Ultimate Stock Picks · 20VC with Harry Stebbings
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 1,200 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.