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2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Aug 9, 2023 by Jason Lemkin · across every show →

Everything said about category, oldest first

Aug 9, 2023
Insight
Lemkin: Wait to invest later in startups when market categories are crowded
“The more crowded a category, the later I would invest.”
Jason Lemkin Aug 9, 2023 ▶ 25:18 Jason Lemkin: Every VC has a FRAUD in their portfolio; The IPO market is about to EXPLODE | E1046 · 20VC with Harry Stebbings
Jun 4, 2026 bullish
Assertion Not checkable as stated
O'Driscoll: Enterprise AI spend has established a $500BN-$1TN market size
“What's happened is somewhere around three, five percent of tech spend. Everyone noticed, oh my God, we're spending this. And no one said, we're going to cut back to zero. What this means is you've just established a category that probably has a market size of …”
Rory O'Driscoll Jun 4, 2026 ▶ 39:02 Anthropic Files to Go Public | Cognition Raises $1BN at $26BN Valuation | The 996 Work Ethic · 20VC with Harry Stebbings
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