AI demand growth

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jan 29, 2026 by Jason Lemkin · across every show →

Everything said about AI demand growth, oldest first

Jan 29, 2026 bullish
Prediction Not checkable as stated
Lemkin: No upside for founders in betting AI slows in 24 months
“There's no upside in, in, in, in betting this is gonna slow in the next 24 months. There's literally, at least for 99.9% of us, there's no upside.”
Jason Lemkin Jan 29, 2026 ▶ 38:28 Anthropic Inference Costs Skyrocket |TikTok Deal Closes |The IPO Market:Wealthfront & EquipmentShare · 20VC with Harry Stebbings
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