AI Software Industry

topic on 1 show · 1 statements across 1 episodes

20VC

1 statements about AI Software Industry, every show

20VC Prediction Not checkable as stated
Lemkin: AI substitution risk will become critical in H2 2026
“This will be the year. It'll probably be the back half of the year where we have to take substitution risks seriously in AI.”
Jason Lemkin Jan 15, 2026 ▶ 1:05:47 Anthropic’s $10B Raise | a16z’s $15B Fund: Is the Middle Dead in VC? | How OpenAI Could Go to Zero? · 20VC with Harry Stebbings

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