AI software industry

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jan 15, 2026 by Jason Lemkin · across every show →

Everything said about AI software industry, oldest first

Jan 15, 2026 bearish
Prediction Not checkable as stated
Lemkin: AI substitution risk will become critical in H2 2026
“This will be the year. It'll probably be the back half of the year where we have to take substitution risks seriously in AI.”
Jason Lemkin Jan 15, 2026 ▶ 1:05:47 Anthropic’s $10B Raise | a16z’s $15B Fund: Is the Middle Dead in VC? | How OpenAI Could Go to Zero? · 20VC with Harry Stebbings
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