B to B public companies

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jun 26, 2025 by Jason Lemkin · across every show →

Everything said about B to B public companies, oldest first

Jun 26, 2025 bearish
Assertion Not checkable as stated
Lemkin: Public B2B market caps cannot justify current AI deal prices
“There aren't enough 50 to a hundred billion plus B to B public companies today to justify these deals.”
Jason Lemkin Jun 26, 2025 ▶ 26:19 Navan Files to Go Public and Canva Pulls the Brakes: Why and What Happens? · 20VC with Harry Stebbings
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