revenue durability

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Apr 3, 2025 by Jason Lemkin · across every show →

Everything said about revenue durability, oldest first

Apr 3, 2025 bearish
Prediction Not checkable as stated
Lemkin: Investors will stop assuming software revenue is durable by 2026
“This assumption is going to fade away by next year. We will no longer think any revenue is durable.”
Jason Lemkin Apr 3, 2025 ▶ 8:28 20VC: The Daily Deal: Coreweave IPO | Scale Hits $25BN on $2BN EOY Revenue | Sequoia's 25x Return on Wiz | Tech Stocks Tank with Tariffs | Cursor: Defensible or Dangerous Example of Lost Moats in Tech
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 1,200 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.