AI transition

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Nov 27, 2025 by Jason Lemkin · across every show →

Everything said about AI transition, oldest first

Nov 27, 2025 bearish
Prediction Open · timeframe Nov 2028
Jason Lemkin: Most B2B software unicorns will fail transitioning to AI
“This is why I think most of our unicorns will fail. Because you've got to be as good or better than Owen to make this transition. Most of them are going to fail. When I look at so many of these B to B unicorns, they just, it's so hard to do both.”
Jason Lemkin Nov 27, 2025 ▶ 52:14 Anthropic Raises $30B from Microsoft & NVIDIA & NVIDIA’s Core Business Faces TPU Threat · 20VC with Harry Stebbings
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