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legacy B2B SaaS companies

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Dec 4, 2025 by Jason Lemkin · across every show →

Everything said about legacy B2B SaaS companies, oldest first

Dec 4, 2025 negative
Assertion Supported
Lemkin: Combining Legacy SaaS With AI Startups Fails to Yield 15x Valuations
“We see a lot of talk of this, but right now we're not seeing a lot of these mashed together legacy company at hundreds of millions in B to B and hot AI startups and magically flipping it into a 20 X, 15 X era company.”
Jason Lemkin Dec 4, 2025 ▶ 23:48 Eventbrite Sold for $500M, Databricks $5B Raise at $134B Valuation & Why SaaS is Like Japan · 20VC with Harry Stebbings
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