Lemkin: In AI Venture, Seed Investing Is for Suckers
Jason Lemkin · OpenAI & SpaceX S1 Drops | Layoffs at Cloudflare & ClickUp | OpenRouter & Polsia Raise Mega Rounds · 20VC with Harry Stebbings · May 28, 2026 · at 1:14:23
Jason Lemkin discusses AI investment strategy, arguing that VCs should avoid early pre-revenue seed deals and instead write checks instantly when an AI product explodes.
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“And I just think this going back to seed is for suckers. Like you want to invest the hour it blows up. The minute it blows up, you want to get the DM and just wire the money in AI. That's the play.”
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