AI Agent Vendors

topic on 1 show · 1 statements across 1 episodes

20VC

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20VC Insight
Lemkin: AI agent vendors lack defensibility because customers rapidly switch products
“I'd actually don't think any of the agent vendors are safe from disruption because we will, even us, like everyone's promiscuous with agents. We will switch it. Like, this is so much better than what we had two weeks ago. We'll switch to the next one.”
Jason Lemkin Feb 19, 2026 ▶ 41:36 Thrive Raises New $10B Fund | OpenAI Buys OpenClaw | Stripe at $140B: Is Adyen Wildly Undervalued? · 20VC with Harry Stebbings

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