founders and investors
3 statements across 3 episodes · 1 bullish · 2 bearish · 3 people on the record · first statement Dec 2, 2019 by David Tisch · across every show →
Everything said about founders and investors, oldest first
Dec 2, 2019 negative
Jul 11, 2026 positive
Aug 5, 2026 bearish
Lemkin: Airtable's low-price acquisition will trigger a wave of SaaS capitulation sales
“What I think might happen is this is the one where people capitulate both founders and investors where they say, look, folks have already had marked down since 2021, but they're not consistent. This deal in many ways was everyone capitulated. The late stage go…”