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public software stocks

2 statements across 2 episodes · 0 bullish · 2 bearish · 1 people on the record · first statement Feb 5, 2026 by Jason Lemkin · across every show →

Everything said about public software stocks, oldest first

Feb 5, 2026 bearish
Assertion Open · timeframe Feb 2027
Lemkin: Top 25 public software stocks slowed every quarter since Q1 2022
“Every single quarter since Q one of 20, 22 growth has slowed for the, for all public software stocks. Every single quarter it has slowed and it continues to slow. And there are a handful of folks that have reaccelerated like Mongo and Palantir. And there are a…”
Jason Lemkin Feb 5, 2026 ▶ 14:57 The SaaS Massacre: Public Market Collapse |Microsoft Lost $360B & NVIDIA’s $100B Dispute with OpenAI
Feb 19, 2026 bearish
Assertion Supported
Lemkin: Public SaaS revenue growth has dropped to nearly 10% annualized
“As a cohort, public Software stocks are approaching, have fallen to almost 10% growth annualized.”
Jason Lemkin Feb 19, 2026 ▶ 19:27 Thrive Raises New $10B Fund | OpenAI Buys OpenClaw | Stripe at $140B: Is Adyen Wildly Undervalued? · 20VC with Harry Stebbings
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