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lower gross margins

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement May 21, 2026 by Jason Lemkin · across every show →

Everything said about lower gross margins, oldest first

May 21, 2026
Assertion Not checkable as stated
Lemkin: Growth VCs No Longer Discount Multiples for Low Gross Margins
“Every growth I've been a part of, it's still AR multiples at the end of the day. No one's really doing discounts for lower gross margins like we did until, say, 20, 21 or 20, 22.”
Jason Lemkin May 21, 2026 ▶ 3:36 Anthropic Raises $30BN at $900BN Price | SpaceX Files S1: How Does it Trade | Cerebras Smashes Day 1 · 20VC with Harry Stebbings
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