pre-AI software companies

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

Everything said about pre-AI software companies, oldest first

Jul 16, 2026 bearish
Prediction Not checkable as stated
Lemkin: Legacy pre-AI SaaS companies will die when their contracts renew
“I think when the renewals come, they all just die like Marketo. They're just all gonna die.”
Jason Lemkin Jul 16, 2026 ▶ 1:19:15 Zuckerberg Back on X Challenging Codex & Claude Code | SK Hynix’s $26BN IPO · 20VC with Harry Stebbings
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