seed and a deals

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

Everything said about seed and a deals, oldest first

Apr 3, 2025 bullish
Insight
Lemkin: Breakout AI companies are cheaper on revenue multiples than seed deals
“But in some ways, these crazy AI deals, once they take off are the cheapest from a revenue multiple perspective compared to like seed and a deals.”
Jason Lemkin Apr 3, 2025 ▶ 10:13 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
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