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Model Context Protocol

also referred to as: mcp

4 statements across 3 episodes · 0 bullish · 3 bearish · 1 people on the record · first statement May 22, 2025 by Jason Lemkin · said 10 times in 5 episodes since 2025 · across every show →

Mentions by year

brought up most by Jason Lemkin (5), Clay Bavor (2), Matt Fitzpatrick (1)

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0011.52320252026episodesmentions per episode
2026 6 mentions in 3 episodes 2 per episode
2025 4 mentions in 2 episodes 2 per episode

every mention, scene by scene, with the transcript →

Everything said about Model Context Protocol, oldest first

May 22, 2025 bearish
Prediction Not checkable as stated
Lemkin: MCP will reduce major SaaS applications to vulnerable databases
“If I can put my own AI and my own agents on top of these apps, all these ones that we think are so great because they're databases, I think they instantly become vulnerable because they just become databases.”
Jason Lemkin May 22, 2025 ▶ 1:16:22 Rippling vs. Deel Lawsuit: WTF Happens Now? The Future of the Late Stage Private Market · 20VC with Harry Stebbings
Jun 5, 2025 neutral
Prediction Not checkable as stated
Lemkin: The next generation will not use files or traditional software interfaces
“I think what I do know is that this generation will not use the Internet remotely like we do. They will not use lead contacts and opportunities. They will not use files. Files are disappearing overnight. Kids do not know what a file is. It does not matter. And…”
Jason Lemkin Jun 5, 2025 ▶ 55:20 Is DPI The Only Thing That Matters? with Sam Lessin, Jason Lemkin & Rory O’Driscoll · 20VC with Harry Stebbings
Jun 5, 2025 bearish
Opinion
Lemkin: Model Context Protocol is an existential threat to SaaS applications
“I think that it's early, but it's, I think MCP is an existential threat to almost every SaaS app.”
Jason Lemkin Jun 5, 2025 ▶ 58:05 Is DPI The Only Thing That Matters? with Sam Lessin, Jason Lemkin & Rory O’Driscoll · 20VC with Harry Stebbings
Jun 26, 2025 bearish
Prediction Not checkable as stated
Lemkin: MCP is an existential threat to B2B SaaS within 12 months
“I think MCP is an existential threat within 12 months to every B to B company.”
Jason Lemkin Jun 26, 2025 ▶ 1:02:25 Navan Files to Go Public and Canva Pulls the Brakes: Why and What Happens? · 20VC with Harry Stebbings
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