B2B software companies

4 statements across 4 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Mar 21, 2025 by Elias Torres · across every show →

Everything said about B2B software companies, oldest first

Mar 21, 2025 bearish
Opinion
Torres: AI will displace B2B corporate workforces despite optimistic predictions
“That's bullshit, right? I just, it's just, you have had some guests here that I love and respect, but they're like, Oh yeah, we're gonna get larger, you know, in five years, and I'm like, what? I just saw something, you know, somebody posted on Twitter, it's l…”
Elias Torres Mar 21, 2025 ▶ 25:19 Elias Torres, Co-Founder and CEO @ Agency: What No One Tells You About Selling Your Company · 20VC with Harry Stebbings
Apr 17, 2025 neutral
Insight
Lemkin: Corporate scandals impact new B2B sales but cause minimal churn
“It's going to hurt you for new customers. Because it's a weapon for the sales team to use against you. I say two percent, like even just churn, you know how much work it is to change payroll providers? It ain't worth it.”
Jason Lemkin Apr 17, 2025 ▶ 1:30:39 a16z's $20BN Fund & Founders Fund's $4.6BN & Why Josh Kushner Has Mastered the Game · 20VC with Harry Stebbings
Nov 13, 2025 bullish
Prediction Not checkable as stated
Lemkin: B2B SaaS Companies Attached to AI Budgets Will Thrive in 2026
“If you have attached to AI budget and you're a data dog era and you're in that, you're actually going to have a great 20, 26 because we're there.”
Jason Lemkin Nov 13, 2025 ▶ 1:01:47 Michael Burry Shorts NVIDIA and Palantir & Has Defensibility Died in a World of AI? · 20VC with Harry Stebbings
Apr 23, 2026
Insight
Lemkin: Active user growth exceeding revenue is the key AI software test
“Is your Maos, Wows, and Dows growing faster than revenue? If so, things are probably working for you in the AI age. If they're declining, just like net new customer count, right? If it's declining, you're hiding.”
Jason Lemkin Apr 23, 2026 ▶ 41:46 Cursor Acquired for $60BN | Anthropic Hits $1TRN in Secondary Markets & Figma, Adobe, Canva Dead? · 20VC with Harry Stebbings
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