Jason Lemkin

Founder & CEO, SaaStr · 88 appearances on the record.

computed by AI from the episodes · how this works → · full disclaimer →

founderinvestorexecutivehostauthor@jasonlk ↗LinkedIn ↗saastr.com ↗

Jason Lemkin is the founder and CEO of SaaStr. He previously co-founded EchoSign, serving as CEO until its acquisition by Adobe, and now invests in early-stage SaaS companies through the SaaStr Fund.

1605statements → 842claims → 365claims resolved → 51%fully supported → 3.95/5average certainty → 2.73/5average debate potential → 4.0/5argument clarity · the sources → 342said about them ↓

187 supported 117 partly supported 61 contradicted 129 not yet assessed 348 not checkable as stated how the 842 claims stand · each chip opens the sources

389 predictions · 453 assertions · 258 opinions · 317 insights · 174 disclosures · 14 what ifs · every statement was checked. The predictions and assertions are the 842 claims: statements the public record can support or contradict. 365 are resolved, 129 are not yet assessed, and 348 name no date, number or outcome precise enough to check. Everything else (opinions, insights, what ifs, disclosures) can never be settled by the record, so it carries no assessment.

The record, in short

What the tape says about how Jason argues and how the claims held up. Everything they said, and everything said about them, is in the tabs below.

Their most notable supported claim

Prediction Held up
Lemkin: A $100 billion startup exit will happen within a year
“The big exits will solve it, right? The whizzes and the, I mean, we thought whizz was big. Now we have cursor. Now I'm going to win the bet of a hundred billion dollar exit in the next year.”
Jason Lemkin Apr 30, 2026 ▶ 1:05:12 Anthropic Raises $45B but Falls Short on Compute & Thoma Bravo Hand Back Medallia Keys to Creditors · 20VC with Harry Stebbings

Their most notable contradicted claim

Prediction Didn’t hold up
Lemkin: Employees joining a $1B unicorn in 2023 will make nothing
“If as an employee, if you join a company with, in, in 2023 with a valuation over a billion as an employee, you're gonna make nothing. It doesn't matter what it sells for, you're gonna make nothing.”
Jason Lemkin Jan 13, 2023 ▶ 22:52 Jason Lemkin: WTF is Going On in VC? Are LPs Investing in New Funds? | 20VC #965 · 20VC with Harry Stebbings

Expressed certainty vs assessment result

weighted support: a fully supported claim counts one, a partly supported claim counts half. Each filled bar is clickable and opens exactly those claims; "none yet" means nothing said at that certainty level has resolved yet

Argument clarity: do they answer the question? how? →

4.0 / 5 directness 4.4 · coherence 4 · precision 4 · compression 3.4

redirected or did not address 6 of 102 assessed questions (6%). Watch them ▸

This is a score against a rubric. It is not a rank. Every host question → answer exchange is scored with names hidden on directness, coherence, precision and compression, 1–5 each, on meaning alone: disfluencies are ignored, and only raw unedited episodes count. This is the score that measures thought. Every scored exchange, scores shown → · The rubric and its checks →

How they sound: speaking style how? →

282 words/min while actually speaking · 11 um and uh per 1k words · 22.9 false starts per 1k · 28.6% of pauses land inside a clause

Um and uh per 1,000 words, year by year. Hover a point for the year's tape.

5101520232024202520262023 · 8.9 per 1k · 5 episodes2024 · 10.4 per 1k · 4 episodes2025 · 10.7 per 1k · 8 episodes2026 · 13.3 per 1k · 6 episodes

Measured by listening to the audio itself: 191,386 words across 25 episodes of raw-level tape, transcribed verbatim with every um and uh kept, each one attributed only where the alignment onto our timed stream is unambiguous. These are measurements of speaking style. We do not rank them: across this corpus, fluency and argument quality are nearly uncorrelated (ρ≈0.2), and smooth talking does not signal clear thinking. How it's measured →

How the interview went all their pushback → series average →

Across 68 rated episodes:

setup questions received 38%

Everything Jason Lemkin said on 20VC that made the record, most notable first. Filter by type, assessment or year in the ledger →

Prediction Open · timeframe May 2027
Lemkin: AI will replace half of knowledge workers in 24 months
“Half of these knowledge workers are going to be gone in 24 months”
Jason Lemkin May 8, 2025 ▶ 31:31 Benchmark vs a16z: Why Stage Specific Firms Win · 20VC with Harry Stebbings
Opinion
Every crypto company offering an Earn program is a fraud
“I believe every crypto company that has an EARN program is a fraud.”
Jason Lemkin Jan 4, 2024 ▶ 14:24 Jason Lemkin: Predictions for 2024 - What Does a Trump Administration do for Startups? | E1099 · 20VC with Harry Stebbings
Opinion
Lemkin: Coinbase's 10% high-yield crypto program is a pyramid scheme
“And even, I know Coinbase is the good one, but where are they getting this 10%? It's a pyramid scheme. It's fraud.”
Jason Lemkin Jan 4, 2024 ▶ 14:56 Jason Lemkin: Predictions for 2024 - What Does a Trump Administration do for Startups? | E1099 · 20VC with Harry Stebbings
Assertion Not checkable as stated
Lemkin: Every venture capital firm has a fraudulent company in its portfolio
“And every VC has a fraud in their portfolio. Every single VC has a fraud in their portfolio.”
Jason Lemkin Aug 9, 2023 ▶ 52:06 Jason Lemkin: Every VC has a FRAUD in their portfolio; The IPO market is about to EXPLODE | E1046 · 20VC with Harry Stebbings
Prediction Open · timeframe Jun 2031
Lemkin: Will only invest in startups working in-office six days weekly
“I want small high paid teams that work in the office over six days a week. That's I'm not interested in investing in anything else. I'm just not interested. And it's not because I don't have empathy. It's because they're gonna fail.”
Jason Lemkin Jun 25, 2026 ▶ 1:14:55 DeepSeek Raises at $50B | The Rise of Open Source vs OpenAI & Anthropic | OpenAI Builds Own Chip · 20VC with Harry Stebbings
Prediction Open · timeframe Dec 2026
Lemkin: SpaceX market valuation will triple in 2026 driven by retail investors
“I'm going to take this bet that it's going to trade up three X, In twenty-twenty-six, just based on GameStoppers driving it up.”
Jason Lemkin May 21, 2026 ▶ 59:14 Anthropic Raises $30BN at $900BN Price | SpaceX Files S1: How Does it Trade | Cerebras Smashes Day 1 · 20VC with Harry Stebbings
Opinion
Lemkin: Fire employees who brag about team size on LinkedIn
“Anyone on LinkedIn that talks about their team, fire them. My team this. They're all so precious about their team. Lead from the effin' front with AI.”
Jason Lemkin May 7, 2026 ▶ 0:44 Anthropic's Raise & What It Means for Potential IPO? Mag7: Google & Amazon Up, Meta & Microsoft Down · 20VC with Harry Stebbings
Prediction Held up
Lemkin: A $100 billion startup exit will happen within a year
“The big exits will solve it, right? The whizzes and the, I mean, we thought whizz was big. Now we have cursor. Now I'm going to win the bet of a hundred billion dollar exit in the next year.”
Jason Lemkin Apr 30, 2026 ▶ 1:05:12 Anthropic Raises $45B but Falls Short on Compute & Thoma Bravo Hand Back Medallia Keys to Creditors · 20VC with Harry Stebbings
Prediction Open · timeframe Apr 2031
Jason Lemkin: SpaceX, OpenAI, Anthropic combined IPO values will top past 20 years
“The big three, SpaceX plus OpenAI plus Anthropic, their value at IPO will exceed every other IPO for the last 20 years combined.”
Jason Lemkin Apr 9, 2026 ▶ 0:43 OpenAI Buys TBPN & Their Management Team Reboot | Mercor Hack & Why Now is the Time for Cyber · 20VC with Harry Stebbings
Prediction Open · timeframe Mar 2033
Lemkin: Nvidia will reach $10 trillion cumulative bookings in 5-7 years
“I think there's a high degree of confidence that most of the roads lead back to Nvidia reaching 10 trillion of cumulative, cumulative bookings over the next five to seven years.”
Jason Lemkin Mar 19, 2026 ▶ 9:14 NVIDIA Predicts $1TRN in Revenue: Everything You Need to Know From GTC & Anduril Lands $20B Contract · 20VC with Harry Stebbings
Assertion Not checkable as stated
Lemkin: Non-engineering software categories face existential seat shrinking
“Every category that I know of outside of engineering and product is at existential risk of shrinking seats.”
Jason Lemkin Feb 12, 2026 ▶ 41:06 Anthropic's Super Bowl Ad: Who Won & Lost? | Sierra Hits $150M ARR: Is Customer Support Too Crowded? · 20VC with Harry Stebbings
Opinion
Lemkin: Governments should guarantee 0% financing for AI data centers
“We have to guarantee zero percent financing for all data centers. We'll get all our money back.”
Jason Lemkin Feb 5, 2026 ▶ 0:44 The SaaS Massacre: Public Market Collapse |Microsoft Lost $360B & NVIDIA’s $100B Dispute with OpenAI
Opinion
Lemkin: 900 late-stage unicorn startups generating nine-figure revenues will never go public
“And then we've got 900 unicorns that are never going to IPO. Poor guys. We have nine, we all have one or two in our portfolio that are at nine figures in revenue that are still growing and will never IPO. And there is no PE buyer for them.”
Jason Lemkin Nov 20, 2025 ▶ 56:02 Peter Thiel and Softbank Sell NVIDIA - Why? & Why VC Will Hit $1TRN and The Opening of Retail · 20VC with Harry Stebbings
Insight
Lemkin: Fire half your team if AI hasn't reaccelerated growth
“If you haven't gotten a boost this year from AI, fire half your team right before the holidays, give them a turkey and three months of severance, but they failed. You have a, your team is not good enough. They had 18 months to ship a product that mattered in t…”
Jason Lemkin Nov 6, 2025 ▶ 58:06 Is a $4.5BN Exit Enough in VC? & Harvey Raises $150M & Why Google is a Buy and Amazon is a Sell · 20VC with Harry Stebbings
Prediction Not checkable as stated
Lemkin: A Top VC Firm Will Give Sam Bankman-Fried $100M
“I don't think Rory or I would, I'll defer to Rory, but I think someone will fund him. He's smart as Rory, Rory said, like he showed the upside as well as the downside. I don't know if there's a lot of morality in the business. I think someone will give them ju…”
Jason Lemkin May 15, 2025 ▶ 20:47 OpenAI, SBF & Perplexity: What VCs Know That You Don’t · 20VC with Harry Stebbings
Insight
Lemkin Advises CEOs to Mandate RTO and Fire Non-S-Tier Engineers
“The only advice I gave to this particular CEO is immediate, like he was hybrid. So I said to force a hundred percent of people returned to office in 30 days and let everyone go, except your S tier engineers, letting them all go. Because you don't need them.”
Jason Lemkin May 15, 2025 ▶ 42:40 OpenAI, SBF & Perplexity: What VCs Know That You Don’t · 20VC with Harry Stebbings
Prediction Open · timeframe May 2027
Lemkin: AI will replace half of sales and customer success teams
“Half of these sales teams will be gone in two years. Half of these sales and customer success teams will be gone in two years because they're mediocre. They'll be gone. They're all going to be laid off.”
Jason Lemkin May 1, 2025 ▶ 1:26:41 What Does it Take to Be Good at Series A and B Today? · 20VC with Harry Stebbings
Opinion
Lemkin: B2B SaaS CEOs should be embarrassed to conduct layoffs
“If you're a great SAS CEO, you should never have a RIF. It's called recurring revenue. You should have the ability to, I get it in B to C or D to C or X and Y and Z to C. I don't think good SAS CEO should, I think it's an utter failing to ever have a RIF unles…”
Jason Lemkin Aug 23, 2023 ▶ 12:03 Jason Lemkin & Rick Zullo: How "Mark to Market" Corrupted Venture Capital | E1052 · 20VC with Harry Stebbings
Opinion
Lemkin: Startups should not hire tech workers who lack pre-boom experience
“I almost think We shouldn't hire any of these people in startups today. You have to have had some adversity or have worked before the boom or have, or you just need to flush through this and have a fresh perspective.”
Jason Lemkin Aug 9, 2023 ▶ 1:12:39 Jason Lemkin: Every VC has a FRAUD in their portfolio; The IPO market is about to EXPLODE | E1046 · 20VC with Harry Stebbings
Prediction Didn’t hold up
Lemkin: Employees joining a $1B unicorn in 2023 will make nothing
“If as an employee, if you join a company with, in, in 2023 with a valuation over a billion as an employee, you're gonna make nothing. It doesn't matter what it sells for, you're gonna make nothing.”
Jason Lemkin Jan 13, 2023 ▶ 22:52 Jason Lemkin: WTF is Going On in VC? Are LPs Investing in New Funds? | 20VC #965 · 20VC with Harry Stebbings
Prediction Not checkable as stated
Lemkin: VCs will increasingly offer bad deal structures to win competitive rounds
“We will see deal structures that are objectively bad for the company done more and more often to win deals, whatever it takes.”
Jason Lemkin Sep 10, 2026 ▶ 1:09:54 Jensen Huang Declares AGI Has Arrived | Tesla Launches Cybercabs | Index Pulls Out of Town
Prediction Not checkable as stated
Most European Point-Solution Startups Will Fail in the US Market
“And that's why your European startups, most of them are going to fail at least in the U S because they can't do much more with more, right? They're going to fail. Their little point solutions are just going to disappear in six months. We don't need those littl…”
Jason Lemkin Sep 3, 2026 ▶ 52:22 NVIDIA Crushes Quarter | OpenAI Cuts Off Cursor | Instinct Hits $2.5B Valuation
Insight
Lemkin: A $9B exit is not enough for seed investing in 2026
“Nine billion doesn't clear the bar for seed investing in 2026.”
Jason Lemkin Aug 27, 2026 ▶ 8:30 Anthropic's $30T Assumption & OpenAI Confirms IPO | Why Customer Service & Robotics are Overinflated
Prediction Not checkable as stated
Lemkin: Workers Will Threaten to Quit Without Continuous AI Agents
“Next year, there's going to be backlash. I can see it in my best portfolio companies where we can't go back anymore. We can't live. We can't go back in time. And I need my 10 sub agents running 24 hours a day to do my job or I quit.”
Jason Lemkin Aug 27, 2026 ▶ 58:44 Anthropic's $30T Assumption & OpenAI Confirms IPO | Why Customer Service & Robotics are Overinflated

Show 24statements(1,581 left)

The other half of the tape: Jason Lemkin's own voice is left out of every number here. Other people bring the name up 324 times in 146 episodes on 20VC. 18 statements on the record name them. every mention, with the transcript →

Who brings them up most Harry Stebbings 243Eran Zinman 15Ivan Mazour 6Sam Blond 5Nicolas Dessaigne 5Garry Tan 5Ishan Mukherjee 4Byron Deeter 4

Statements about Jason Lemkin, by other people (18)

Disclosure
O'Driscoll: Scale's portfolio companies bypass VC preferences in acqui-hires
“When I'm on the other side of the table and my late stage companies are trying to buy early stage companies, I do exactly the same thing. I don't give a shit about Jason and his bloody preference. I want to hire those five great engineers. Let's just give them…”
Rory O'Driscoll Apr 17, 2025 ▶ 1:14:26 a16z's $20BN Fund & Founders Fund's $4.6BN & Why Josh Kushner Has Mastered the Game · 20VC with Harry Stebbings
Insight
O'Driscoll: Megafunds with forgiving LPs should pursue late-stage investing over seed
“If you have access to capital that's large and forgiving, which is what these mega funds have, then you should play the big balls game. Cause you're exactly right. You don't do it. You have to do less work. If it works great, you make out the same as Jason who…”
Rory O'Driscoll Apr 17, 2025 ▶ 41:11 a16z's $20BN Fund & Founders Fund's $4.6BN & Why Josh Kushner Has Mastered the Game · 20VC with Harry Stebbings
Insight
Early sales teams need collaboration over manufactured internal competition
“I think if you really need to rely on sort of like having people with the same cohort to drive competition, I think you may have hired the wrong people in my opinion, right? Because in that early stage, I'm actually trying to foster more than anything, a cultu…”
Oliver Jay May 25, 2022 ▶ 15:16 Oliver Jay: How To Create and Execute a World-Class Sales Playbook | 20VC #889 · 20VC with Harry Stebbings
Opinion
Neumann rejects Jason Lemkin's view that VC is just packaging startups
“I don't look at it that way. If you say it that way, it makes it sound like you're trying to gild the lily, right? You're trying to sell them something that's not actually true. I do think that you need to know what the company needs to look like to raise more…”
Jerry Neumann Apr 30, 2018 ▶ 19:34 20VC: Why Follow-On Investments Are Always A Better Investment, Why Spray and Pray Investing Is Like The Stock Market & Why Startups Need A Board From Day One with Jerry Neumann
Insight
Rabois: Replace executives whose personal growth lags company velocity
“When the individual's propensity to grow falls below the company's growth rate, I think you need to make a change.”
Keith Rabois May 15, 2017 ▶ 11:12 20VC: Khosla's Keith Rabois on How To Create Sustainability Behind Growth, How To Assess The Potential Of Individuals & Teams & The Biggest Takeaways from LinkedIn, Paypal & Square
Opinion
Stebbings: Jason Lemkin says SaaS VC investing is exhausting compared to AI
“I was talking to my dear friend Jason Lemkin the other day, and he's like, fuck this. I've had enough of this. I just want to do an anthropic SPV and go home. I don't want to pick the winner in a SaaS company.”
Harry Stebbings Mar 9, 2026 ▶ 25:39 "Cursor is Dead" is Total BS: Here is Why | Miles Clements · 20VC with Harry Stebbings
Insight
O'Driscoll: Doubling late-stage winners beats grinding early ARR growth
“That double from there. So, so much easier than grunting it out from a million to five million in ARR. Jason, because you did it as a CEO to ten million in ARR. Then the shitty year where you only go to 16. Then you re-accelerate a little. Oh my God. And now y…”
Rory O'Driscoll May 8, 2025 ▶ 10:16 Benchmark vs a16z: Why Stage Specific Firms Win · 20VC with Harry Stebbings
Opinion
Hyatt: Treating venture capital as a packaging industry is a losing strategy
“I hate that analogy deeply. Well, I to a certain extent- I understand it. I don't think it's good for startups and I don't think it's good for founders. And I also, maybe more importantly than just some kind of value judgment, I think it's a losing strategy wh…”
Nabeel Hyatt Feb 3, 2025 ▶ 9:08 Nabeel Hyatt, GP @ Spark Capital: To Win in AI, Investors Need to Change Their Approach | E1255 · 20VC with Harry Stebbings
Opinion
Fillmann: Founders Should Hire Sales Reps Individually, Not in Competing Pairs
“If you want the environment where people perform at their best, you need safety. If you want safety, they have to know that you're trusting them, that you've got their back. And if you have two different people kind of competing in the same environment, I don'…”
Frank Fillmann Mar 22, 2023 ▶ 10:27 Frank Fillmann: How I Boosted Revenue by $500M at Salesforce; Tips for Hiring Salespeople | E992 · 20VC with Harry Stebbings
Disclosure
Data Collective passes on standard SaaS deals favored by Jason Lemkin
“We regretfully either say no up front or don't follow on in the kind of companies that somebody like Jason Lempton is going to make a fortune in.”
Matt Ocko Aug 8, 2016 ▶ 16:30 20VC: Data Collective's Matt Ocko on Why "All Fund Size Models Are Wrong" and The Lifecycle of Current Venture Funds Is Inefficient?
Opinion
Turner: B2B First Sales Do Not Guarantee Scalability
“I think in business-to-business software, that, that would be kind of a tough rule because we do see a lot of situations where a specific piece of software is developed for one customer with a pretty specific need, and that getting beyond that one customer to …”
Guy Turner Jul 22, 2015 ▶ 6:25 20 VC 056: The Life Cycle of Startups with Guy Turner, Partner @ Hyde Park Venture Partners
Insight
M&A prices drop in downturns as acquirers prioritize cost-cutting
“Yeah, no question. Because if there's a limited set of buyers and a whole bunch of companies that want to be acquired and remember my mindset at the start of the podcast was people right now are not paid to innovate. They're not paid to innovate. They're paid …”
Mark Suster Apr 20, 2020 ▶ 20:25 20VC: Upfront's Mark Suster on COVID Redefining What A Great Company Looks Like and What Valuations Look Like, Why Pay-To-Play Is Back On The Table & Why We Will See The Death of Party Rounds
Insight
Stebbings: Creators should choose immortal content platforms over ephemeral ones like Snapchat
“And then just with the content, fundamental to choose immortal content platforms, so Snapchat for content isn't really great unless you're looking to create connections. It dies and is not searchable. The likes of Jason Lemkin have done incredibly well with Qu…”
Harry Stebbings May 1, 2017 ▶ 21:56 20VC: Explosion of First Time Funds, Only 1 Mega Fund Raised: What The Heck Happened in Q1 Venture Markets with Beezer Clarkson, Managing Director @ Sapphire Ventures
Insight
Hunter Walk: Early-stage investors must back misunderstood companies
“So I'd say Lemkin is totally correct when you're playing in a space where the goalposts are well documented. But I think as an early stage investor, you also need to be willing to back companies that are going to be misunderstood for a long period of time and …”
Hunter Walk Apr 3, 2017 ▶ 11:52 20VC: Homebrew's Hunter Walk on Why There Is No Series A Crunch, How To Package Portfolio Companies For The Next Round & Why The Bridge Round Is Not Always A Negative Sign?
Prediction Not checkable as stated
The SaaStr Community Will Drive Significant Deal Flow for Jason Lemkin
“SASTR to me is a great example of that because the community he built, that's just really hard to replicate, and it will deliver a significant amount of deal flow to him”
Beezer Clarkson Oct 24, 2016 ▶ 26:21 20VC: More $ Raised This Year Than The Past 15, War Chests Being Built & Decline In First Time Funds: So What The Heck Is Happening In Venture with Beezer Clarkson, Managing Director @ Sapphire Ventures
Disclosure
Algolia Delayed Post-YC Series A to Take Small Investment From Jason Lemkin
“And so we finally decided not to raise any series A after weight combinator, but to take the risk to just raise a very small round to onboard new investors that we thought could provide a lot of value. That's when Jason Lemkin joined, joined us as an investor.”
Nicolas Dessaigne Apr 22, 2016 ▶ 13:34 20VC: Fundraising Is Also Business Development with Nicolas Dessaigne, Co-Founder & CEO @ Algolia
Assertion Partly supported
Adobe Document Services ARR Doubled From $50M to $100M in 2012–2013
“He oversaw the growth of Adobe Document Services ARR from fifty million dollars in 2012 to a staggering one hundred million dollars in 2013.”
Harry Stebbings Mar 20, 2017 ▶ 0:56 20VC: SaaStr's Jason Lemkin on The 3 Things You Want From Your LPs, Why Most VCs Do Not Add Value & Why The Best VCs Know How To Package Startups For The Next Round
Opinion
Mazour: Jason Lemkin's SaaStr is the definitive SaaS guidebook
“It's basically a guidebook for how to run a SaaS company. There's very little that I do that I didn't learn from his blog.”
Ivan Mazour Jan 8, 2016 ▶ 22:39 20 VC FF 029: VC vs Angel Funding & The Future of E-Commerce with Ivan Mazour, Founder @ Ometria

Every mention by year

tap a year for its mentions
0050201004020162017201820192020202120222023202420252026episodesmentions
0204020162017201820192020202120222023202420252026episodes it came up in
0022044020162017201820192020202120222023202420252026episodesmentions per episode
2026 73 mentions in 24 episodes 3 per episode
2025 49 mentions in 22 episodes 2 per episode
2024 39 mentions in 18 episodes 2 per episode
2023 22 mentions in 14 episodes 2 per episode
2022 7 mentions in 5 episodes 1 per episode
2021 4 mentions in 3 episodes 1 per episode
2020 2 mentions in 1 episode
2019 7 mentions in 2 episodes 4 per episode
2018 7 mentions in 4 episodes 2 per episode
2017 32 mentions in 18 episodes 2 per episode
2016 82 mentions in 35 episodes 2 per episode

Appearances (88)

EpisodeDateSpeaking time
Jensen Huang Declares AGI Has Arrived | Tesla Launches Cybercabs | Index Pulls Out of Town Sep 10, 2026 32m
NVIDIA Crushes Quarter | OpenAI Cuts Off Cursor | Instinct Hits $2.5B Valuation Sep 3, 2026 31m
Anthropic's $30T Assumption & OpenAI Confirms IPO | Why Customer Service & Robotics are Ov Aug 27, 2026 26m
Stripe's $8B OpenRouter Bet | Anthropic's First Profit & The Math Behind Reaching $600B in Aug 20, 2026 26m
Canva Slashes Growth | Talent Exodus at Google | Revolut's $50B CEO Package | Musk's $55B Aug 12, 2026 31m
Leo Aschenbrenner's Situational Awareness Blows Up | Moonshot AI Raises $3.5B at $35B Aug 5, 2026 13m
Jensen's Open-Weights Letter | Google Cloud Grows 82% But The Market Tanks Jul 29, 2026 30m
Should the US Ban Chinese Open-Source Models | OpenRouter's Chance To Sell | Stripe Buying Jul 23, 2026 23m
Zuckerberg Back on X Challenging Codex & Claude Code | SK Hynix’s $26BN IPO · 20VC with Ha Jul 16, 2026 26m
Enterprises Fear Frontier Models | Sam Altman Offers Trump 5% of OpenAI | DeepSeek Builds Jul 9, 2026 30m
Coinbase Cuts AI Spend by 50% | Kalshi's $40B Valuation & Impending IPO | The Year for Saa Jul 2, 2026 31m
DeepSeek Raises at $50B | The Rise of Open Source vs OpenAI & Anthropic | OpenAI Builds Ow Jun 25, 2026 33m
SpaceX Launches Largest Ever IPO | OpenAI Files to Go Public | Uber Cuts 23% of HR · 20VC Jun 11, 2026 18m
Anthropic Files to Go Public | Cognition Raises $1BN at $26BN Valuation | The 996 Work Eth Jun 4, 2026 35m
OpenAI & SpaceX S1 Drops | Layoffs at Cloudflare & ClickUp | OpenRouter & Polsia Raise Meg May 28, 2026 30m
Anthropic Raises $30BN at $900BN Price | SpaceX Files S1: How Does it Trade | Cerebras Sma May 21, 2026 28m
Anthropic Buys Compute From Elon & Commits $200BN to Google | Cerebras IPO | Ramp Raises a May 14, 2026 28m
Anthropic's Raise & What It Means for Potential IPO? Mag7: Google & Amazon Up, Meta & Micr May 7, 2026 31m
Anthropic Raises $45B but Falls Short on Compute & Thoma Bravo Hand Back Medallia Keys to Apr 30, 2026 26m
Cursor Acquired for $60BN | Anthropic Hits $1TRN in Secondary Markets & Figma, Adobe, Canv Apr 23, 2026 38m
SpaceX's Financials Leaked: Is it Worth $2TN | Meta Debuts Muse Spark: Are They Back in th Apr 16, 2026 31m
OpenAI Buys TBPN & Their Management Team Reboot | Mercor Hack & Why Now is the Time for Cy Apr 9, 2026 35m
OpenAI Kills Sora & Hits $100M ARR on Ads | Oura Going Public & Whoop Raises at $10BN · 20 Apr 2, 2026 25m
Why You Need a $1B Fund To Do Series A | SpaceX at $2TRN & Data Centers in Space | Groq's Mar 26, 2026 29m
NVIDIA Predicts $1TRN in Revenue: Everything You Need to Know From GTC & Anduril Lands $20 Mar 19, 2026 34m
Anthropic vs The Pentagon: Who Wins? | The Data Center Arms Race | The Ultimate Stock Pick Mar 12, 2026 30m
Anthropic vs The Pentagon: Who Wins? | OpenAI's $110BN Mega Round | Cursor Hits $2BN in AR Mar 5, 2026 36m
Citrini Research Breakdown: Agents, "Ghost GDP", Consumer Spend | Figma Earnings Beat · 20 Feb 26, 2026 35m
Thrive Raises New $10B Fund | OpenAI Buys OpenClaw | Stripe at $140B: Is Adyen Wildly Unde Feb 19, 2026 39m
Anthropic's Super Bowl Ad: Who Won & Lost? | Sierra Hits $150M ARR: Is Customer Support To Feb 12, 2026 12m
The SaaS Massacre: Public Market Collapse |Microsoft Lost $360B & NVIDIA’s $100B Dispute w Feb 5, 2026 32m
Anthropic Inference Costs Skyrocket |TikTok Deal Closes |The IPO Market:Wealthfront & Equi Jan 29, 2026 25m
Elon Musk vs Sam Altman | The Implosion of Thinking Machines | Can VC Survive Public Prici Jan 22, 2026 22m
Anthropic’s $10B Raise | a16z’s $15B Fund: Is the Middle Dead in VC? | How OpenAI Could Go Jan 15, 2026 33m
Groq’s $20BN NVIDIA Deal | Why Sam Altman Doesn’t Care About Dilution & Invisible Unemploy Jan 8, 2026 26m
Predictions for 2026: Top Buy & Biggest Short | Why Salesforce Could Win & NVIDIA’s Challe Dec 22, 2025 28m
Will Cursor Kill Figma? Lightspeed Raises $9B & OpenAI’s $1B from Disney & #1 App in App S Dec 18, 2025 23m
SpaceX Valued at $800BN & Harvey Raises $160M at an $8BN Price & Netflix Acquires Warner B Dec 11, 2025 25m
Eventbrite Sold for $500M, Databricks $5B Raise at $134B Valuation & Why SaaS is Like Japa Dec 4, 2025 21m
Anthropic Raises $30B from Microsoft & NVIDIA & NVIDIA’s Core Business Faces TPU Threat · Nov 27, 2025 31m
Peter Thiel and Softbank Sell NVIDIA - Why? & Why VC Will Hit $1TRN and The Opening of Ret Nov 20, 2025 17m
Michael Burry Shorts NVIDIA and Palantir & Has Defensibility Died in a World of AI? · 20VC Nov 13, 2025 26m
Is a $4.5BN Exit Enough in VC? & Harvey Raises $150M & Why Google is a Buy and Amazon is a Nov 6, 2025 23m
OpenAI Restructuring: Who Wins and Who Loses & Mercor Raises $350M at a $10BN Valuation · Oct 30, 2025 19m
Why VC Today is Worse than 2021 · 20VC with Harry Stebbings Oct 23, 2025 29m
Thinking Machines Co-Founder Joins Meta for $3.5BN, Industry Venture's $665M Acquisition · Oct 16, 2025 13m
OpenAI's Multi-Billion Deal with AMD & Polymarket, Vercel and Supabase Raise Mega Rounds · Oct 9, 2025 23m
Are Burn Multiples BS in an AI World? & Sam Altman Needs $1TRN of Energy · 20VC with Harry Oct 2, 2025 25m
The Impact of H1B Visas on Startups in the US & NVIDIA Invests $100BN Into OpenAI · 20VC w Sep 25, 2025 24m
Opendoor CEO, Kaz Nejatian: OpenAI and Oracle, How Can Either Afford to Do This · 20VC wit Sep 18, 2025 21m
OpenAI’s $10BN Secondary Sale, Ramp Hits $1BN ARR & Brex Hits $700M · 20VC with Harry Steb Sep 11, 2025 14m
Anthropic Raises $13BN & OpenAI Buys Statsig for $1.1BN All Stock · 20VC with Harry Stebbi Sep 4, 2025 10m
Anthropic's $10B Round, Klarna's IPO, Inside a16z's 72 Deal Seed Investment Machine ft. Ma Aug 28, 2025 12m
Databricks at $100BN, CoreWeave’s $11B Debt Bet & Nubank’s $2.5B Profit Shocker - Ep.19 · Aug 21, 2025 25m
Sam Altman's Masterplan or a Gift to Anthropic? Palantir & Shopify Crush Earnings · 20VC w Aug 14, 2025 27m
Figma's 250% Pop - The Greatest IPO Mispricing Ever? Meta & Microsoft Blowout Quarters: Br Aug 7, 2025 16m
Why Apple Needs a Management Overhaul & Why Google is Catching Up with Hyperscalers · 20VC Jul 31, 2025 23m
How Do All Providers Deal with Anthropic Dependency Risk & Figma IPO Breakdown: Where Does Jul 24, 2025 30m
Windsurf x Google x Cognition: Full Breakdown: Who Made Money, Who Did Not · 20VC with Har Jul 17, 2025 29m
Daniel Gross and Nat Friedman: Acquired by Meta | Microsoft Layoff 9000 People | OpenAI's Jul 10, 2025 21m
Figma’s IPO: The Full Breakdown & Why Melio’s $2.5BN Acquisition is “Discouraging” · 20VC Jul 3, 2025 22m
Navan Files to Go Public and Canva Pulls the Brakes: Why and What Happens? · 20VC with Har Jun 26, 2025 21m
Chime IPO: Are IPOs Hotter Than Ever? · 20VC with Harry Stebbings Jun 19, 2025 21m
Elon’s Empire: SpaceX, Tesla, Neuralink After the Storm & Anduril’s $2.6BN Power Move · 20 Jun 12, 2025 20m
Is DPI The Only Thing That Matters? with Sam Lessin, Jason Lemkin & Rory O’Driscoll · 20VC Jun 5, 2025 24m
OpenAI’s $6BN Jony Ive Deal & YC Is Both Chanel and Walmart, and Has Officially Won! · 20V May 29, 2025 20m
Rippling vs. Deel Lawsuit: WTF Happens Now? The Future of the Late Stage Private Market · May 22, 2025 19m
OpenAI, SBF & Perplexity: What VCs Know That You Don’t · 20VC with Harry Stebbings May 15, 2025 24m
Benchmark vs a16z: Why Stage Specific Firms Win · 20VC with Harry Stebbings May 8, 2025 20m
What Does it Take to Be Good at Series A and B Today? · 20VC with Harry Stebbings May 1, 2025 21m
How LP Deployment to Venture Will Change in 2025 & Are Endowment Funds in Trouble? · 20VC Apr 24, 2025 24m
a16z's $20BN Fund & Founders Fund's $4.6BN & Why Josh Kushner Has Mastered the Game · 20VC Apr 17, 2025 18m
20VC: The Daily Deal: Coreweave IPO | Scale Hits $25BN on $2BN EOY Revenue | Sequoia's 25x Apr 3, 2025 29m
Jason Lemkin: Crowdstrike, WTF Happens From Here? Wiz Rejects Google’s $23BN Acquisition O Jul 24, 2024 37m
Jason Lemkin: PluralSight S*** the Bed & The Next IPO Candidates | E1160 · 20VC with Harry Jun 3, 2024 59m
Jason Lemkin: Why Pricing is Worse Than Ever and There is More Funding Than Ever | E1157 · May 27, 2024 1h 9m
Jason Lemkin: Predictions for 2024 - What Does a Trump Administration do for Startups? | E Jan 4, 2024 1h 9m
Roundtable #5 with Jack Altman, Auren Hoffman, Jason Lemkin, Harry Stebbings | E1077 · 20V Nov 3, 2023 16m
Roundtable #4 with Jason Lemkin, Woody Marshall, Deven Parekh, Harry Stebbings | E1071 Oct 11, 2023 6m
Is the VC Model Broken? Jason Lemkin, Mike Maples, Eric Paley & Harry Stebbings Debate | E Sep 20, 2023 11m
Jason Lemkin & Rick Zullo: How "Mark to Market" Corrupted Venture Capital | E1052 · 20VC w Aug 23, 2023 26m
DEBATE: State of Seed Investing w/ Jason Lemkin, Sam Lessin, Frank Rotman & Harry Stebbing Aug 11, 2023 14m
Jason Lemkin: Every VC has a FRAUD in their portfolio; The IPO market is about to EXPLODE Aug 9, 2023 58m
Jason Lemkin: WTF is Going On in VC? Are LPs Investing in New Funds? | 20VC #965 · 20VC wi Jan 13, 2023 43m
Jason Lemkin: Cold Email Tips; Why Only 15% of Founders Listen to their VCs | 20VC #954 · Nov 30, 2022 58m
20VC: Why the Traditional Seed Fund Model No Longer Works, Why Multi-Stage Funds Investing May 6, 2022 39m
20VC: SaaStr's Jason Lemkin on The 3 Things You Want From Your LPs, Why Most VCs Do Not Ad Mar 20, 2017 23m
20 VC 050: Starting, Building and Selling in SaaS with the King of SaaS, Jason Lemkin, Man Jul 1, 2015 16m
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