Lemkin: AI will strengthen enterprise software and weaken SMB leaders
Jason Lemkin · What Does it Take to Be Good at Series A and B Today? · 20VC with Harry Stebbings · May 1, 2025 · at 45:30
Jason Lemkin, founder of SaaStr and SaaS investor, discusses how the depth of enterprise data moats will protect enterprise incumbents from AI disruption relative to SMB software players.
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“I think AI helps the enterprises on balance and hurts the SMB players on balance. The SMB players just don't have as deep. They have a lot of data, but it's not as deep. You can disrupt them faster. The sales cycles are quicker. I don't know this. We'll see this in 12 or 24 months, but we might. We might see the enterprise overall get stronger with AI and the SMB leaders get weaker and weaker because they're disrupted faster.”
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