Revenue Durability

topic on 1 show · 1 statements across 1 episodes

20VC

1 statements about Revenue Durability, every show

20VC Prediction Not checkable as stated
Lemkin: Investors will stop assuming software revenue is durable by 2026
“This assumption is going to fade away by next year. We will no longer think any revenue is durable.”
Jason Lemkin Apr 3, 2025 ▶ 8:28 20VC: The Daily Deal: Coreweave IPO | Scale Hits $25BN on $2BN EOY Revenue | Sequoia's 25x Return on Wiz | Tech Stocks Tank with Tariffs | Cursor: Defensible or Dangerous Example of Lost Moats in Tech

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