durable software stocks

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Apr 2, 2026 by Jason Lemkin · across every show →

Everything said about durable software stocks, oldest first

Apr 2, 2026 bearish
Assertion Partly supported
Lemkin: Durable public software stocks trade lower than S&P 500
“The durable software stuff is trading lower than the S and P 500.”
Jason Lemkin Apr 2, 2026 ▶ 49:48 OpenAI Kills Sora & Hits $100M ARR on Ads | Oura Going Public & Whoop Raises at $10BN · 20VC with Harry Stebbings
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