AI spend
2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement May 28, 2026 by Jason Lemkin · across every show →
Everything said about AI spend, oldest first
May 28, 2026 bullish
Lemkin: Corporate AI Spend Will Bifurcate Based on Revenue Per Employee
“We're going to enter a world where things are more and more bifurcated and we will see folks who get more and more gains from AI spend. They will token max forever, right? Often folks well north of a million in revenue per employee, two million in revenue per …”