SMB product
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Mar 26, 2026 by Jason Lemkin · across every show →
Everything said about SMB product, oldest first
Mar 26, 2026
Lemkin: Core AI products must drive 50% or higher ARPU growth
“Is your ARPU 50% or higher than it was pre-AI? It's a really simple test. Can you drive ARPU up 50% or more? It's very different at Salesforce or ServiceNow. It appears that Notion has done that, in which case they passed the test, right? But I want to see 50%…”