level five companies

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

Everything said about level five companies, oldest first

Feb 17, 2026 neutral
Assertion Not checkable as stated
Lonsdale: 8VC Application Startups Regularly Swap Underlying AI Models
“A lot of our level five companies, whether they're doing healthcare billing or work, logistics workflows, or gosh, there's a whole lot of lists of them we can go through. Like they're using whatever models are best at the time, but they're swapping between mod…”
Joe Lonsdale Feb 17, 2026 ▶ 10:19 Top Tech Investors: This AI Wave Is 10X Bigger Than SaaS · Joe Lonsdale
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