incumbent SaaS companies

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Apr 16, 2026 by Jason Lemkin · across every show →

Everything said about incumbent SaaS companies, oldest first

Apr 16, 2026 bearish
Insight
Lemkin: If Box cannot re-accelerate growth, incumbent SaaS is hopeless
“If he can't get Box to 20 to 30% growth I'm giving up on, on the rest of the world.”
Jason Lemkin Apr 16, 2026 ▶ 1:02:12 SpaceX's Financials Leaked: Is it Worth $2TN | Meta Debuts Muse Spark: Are They Back in the AI Race? · 20VC with Harry Stebbings
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