Jason Lemkin's portfolio

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Apr 30, 2026 by Jason Lemkin · across every show →

Everything said about Jason Lemkin's portfolio, oldest first

Apr 30, 2026 bearish
Disclosure
Lemkin: Only one portfolio startup received a PE offer this year
“In my own portfolio, I've only seen one soft offer this year. Okay. But it was from a PE firm that was exactly that. A startup at scale that is not growing at astronomic rates, but growing at really good rates that is clearly AI enhanced in the AI category got…”
Jason Lemkin Apr 30, 2026 ▶ 1:01:48 Anthropic Raises $45B but Falls Short on Compute & Thoma Bravo Hand Back Medallia Keys to Creditors · 20VC with Harry Stebbings
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