Lemkin: One Portfolio Startup Faced Five Clones Within 30 Days of Launch
Jason Lemkin · Michael Burry Shorts NVIDIA and Palantir & Has Defensibility Died in a World of AI? · 20VC with Harry Stebbings · Nov 13, 2025 · at 25:44
Jason Lemkin is a leading SaaS investor and founder of SaaStr. He describes how AI capabilities allow competitors and tech giants to clone new software products almost immediately.
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“I can think of one investment I've made that has had five clones, like in the first 30 days, including one from a cloud leader.”
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