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AI deals

also referred to as: ai deal

3 statements across 3 episodes · 1 bullish · 2 bearish · 1 people on the record · first statement Jan 4, 2024 by Jason Lemkin · across every show →

Everything said about AI deals, oldest first

Jan 4, 2024 bearish
Assertion Supported
Lemkin: Very few non-AI deals exceeded $200M valuation in 2023
“If you take AI, AI deals out of the equation I think in 20, 23, very few deals got done north of two hundred million valuations. Very, very few deals.”
Jason Lemkin Jan 4, 2024 ▶ 31:32 Jason Lemkin: Predictions for 2024 - What Does a Trump Administration do for Startups? | E1099 · 20VC with Harry Stebbings
Apr 3, 2025 bullish
Insight
Lemkin: Breakout AI companies are cheaper on revenue multiples than seed deals
“But in some ways, these crazy AI deals, once they take off are the cheapest from a revenue multiple perspective compared to like seed and a deals.”
Jason Lemkin Apr 3, 2025 ▶ 10:13 20VC: The Daily Deal: Coreweave IPO | Scale Hits $25BN on $2BN EOY Revenue | Sequoia's 25x Return on Wiz | Tech Stocks Tank with Tariffs | Cursor: Defensible or Dangerous Example of Lost Moats in Tech
Apr 17, 2025 bearish
Assertion Not checkable as stated
Lemkin: 80% of legacy SaaS VCs now exclusively invest in AI
“I would say 70 to 80% of the folks I grew up with that were SaaS investors are not, won't do those normal triple triple double doubles. You would, and you're, you are a top tier performer, but they're just, they're momentum investors. And they want to put two …”
Jason Lemkin Apr 17, 2025 ▶ 15:30 a16z's $20BN Fund & Founders Fund's $4.6BN & Why Josh Kushner Has Mastered the Game · 20VC with Harry Stebbings
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