scale up
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Aug 20, 2026 by Jason Lemkin · across every show →
Everything said about scale up, oldest first
Aug 20, 2026 neutral
Lemkin: Software scale-ups are capping AI budgets at $6M to $8M annually
“The last 60 days are every single scale up is, is capping their AI budget for real. It's not just Ubers of the world. Everyone's capping it because it's grown truly exponentially, right? Everyone's capping it. It's six million a year, eight million a year.”