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AI competition

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Apr 17, 2025 by Jason Lemkin · across every show →

Everything said about AI competition, oldest first

Apr 17, 2025 bearish
Prediction Not checkable as stated
Lemkin: Frozen PE-owned software products will lose 30-40% revenue in two years
“You fire half the engineering team, Blend set that sales team into someone selling something else, right? And leave the product frozen time in two years, you've lost 30, 40% of your revenue, right?”
Jason Lemkin Apr 17, 2025 ▶ 23:47 a16z's $20BN Fund & Founders Fund's $4.6BN & Why Josh Kushner Has Mastered the Game · 20VC with Harry Stebbings
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