AI B2B Startups

topic on 1 show · 2 statements across 2 episodes

20VC

2 statements about AI B2B Startups, every show

20VC Insight
Lemkin: Shortage of forward deployed engineers limits AI B2B growth
“FDs forward deployed engineers for the moment are a limiting factor. And let me explain what I mean. What it means is no one has enough fully trained FDs that, that can get a customer up and running fast enough. No one has enough of these resources.”
Jason Lemkin Mar 12, 2026 ▶ 48:07 Anthropic vs The Pentagon: Who Wins? | The Data Center Arms Race | The Ultimate Stock Picks · 20VC with Harry Stebbings
20VC Insight
Lemkin: VCs are ignoring major platform dependency risks in B2B AI startups
“These are ones we used to shy away from in venture. These are one of the many risks we're ignoring today because the growth is epic. We're ignore, we're ignoring so many risks and platform attaches all over AI B to B. There's so much platform risk and we've gi…”
Jason Lemkin Aug 21, 2025 ▶ 1:24:05 Databricks at $100BN, CoreWeave’s $11B Debt Bet & Nubank’s $2.5B Profit Shocker - Ep.19 · 20VC with Harry Stebbings

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