AI companies

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Feb 17, 2026 by Joe Lonsdale · across every show →

Everything said about AI companies, oldest first

Feb 17, 2026 bullish

Assertion Contradicted

Lonsdale: Top 100 AI Startups Grow 3.6x Faster Than Legacy SaaS

“If you take the top hundred SaaS companies, And the top hundred of these new AI companies, and you look at the median, ah, the median rate of growth, I guess, I saw the Stripe report was like, 3.6 times faster as of a few months ago.”

Joe Lonsdale Feb 17, 2026 ▶ 8:53 Top Tech Investors: This AI Wave Is 10X Bigger Than SaaS · Joe Lonsdale

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AI companies

Everything said about AI companies, oldest first

Turn any episode into a week of clips.