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durable revenue growth

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Dec 11, 2025 by Jason Lemkin · across every show →

Everything said about durable revenue growth, oldest first

Dec 11, 2025 bullish
Insight
Lemkin: VCs Must Bet on Software Companies Tripling ARR to $150M
“If this growth is durable, ok, if we're seeing signs that it's durable, if it has, if it really has a 170% NRR and 98% logo retention, And it's accelerating at one 50. This is just the bet you do. You don't pull your hair out or have to have lengthy dinners ab…”
Jason Lemkin Dec 11, 2025 ▶ 45:07 SpaceX Valued at $800BN & Harvey Raises $160M at an $8BN Price & Netflix Acquires Warner Brothers · 20VC with Harry Stebbings
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