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TouchBistro

3 statements across 1 episodes · 0 bullish · 3 bearish · 1 people on the record · first statement Jul 16, 2026 by Jason Lemkin · said 9 times in 1 episodes since 2026 · across every show →

Mentions by year

brought up most by Harry Stebbings (7), Jason Lemkin (2)

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2026 9 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about TouchBistro, oldest first

Jul 16, 2026 bearish
Prediction Not checkable as stated
Lemkin: More Stalled SaaS Unicorns Will Be Wiped Out By Debt
“There's going to be a lot more of these stories coming in the coming years.”
Jason Lemkin Jul 16, 2026 ▶ 1:15:07 Zuckerberg Back on X Challenging Codex & Claude Code | SK Hynix’s $26BN IPO · 20VC with Harry Stebbings
Jul 16, 2026 negative
Assertion Supported
Lemkin: OMERS Ventures recovered only $2M from its $100M TouchBistro investment
“I think Omer's made two million on its hundred million.”
Jason Lemkin Jul 16, 2026 ▶ 1:15:34 Zuckerberg Back on X Challenging Codex & Claude Code | SK Hynix’s $26BN IPO · 20VC with Harry Stebbings
Jul 16, 2026 bearish
Insight
Lemkin: Stalled $70M ARR SaaS companies are now worth only 1x revenue
“It's a clean look of what's eight percent, six percent growth with deteriorating market share at seventy million ARR, where you're not reigning cash worth, it's worth one X.”
Jason Lemkin Jul 16, 2026 ▶ 1:16:00 Zuckerberg Back on X Challenging Codex & Claude Code | SK Hynix’s $26BN IPO · 20VC with Harry Stebbings
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