Changed Positions

Same person, same subject, opposite position, months or years apart. Both tapes, side by side. Reversed means no acknowledgement of the change was found; revised means the speaker acknowledged it or new facts explain it. The note on each pair says which.

These are AI-matched pairs of public statements. The match can be wrong; the tapes are the record, and both play side by side so you can read the distance yourself. Report anything off from either claim page. full disclaimer →

Jason Lemkin on AI 995 days apart Reversed ⤴ watch & share →

Lemkin previously stated AI would only make B2B software a "smidge" better, but later argued jaw-dropping AI capabilities are required for customer retention.

Prediction Not checkable as stated

Lemkin: AI Will Probably Only Slightly Improve Business Process Software

“Most of the stuff at Sastr is business process software. It's changing the way businesses do support, or sales, or marketing, or compliance or procurement, and AI probably is just going to make them a smidge better.”

Jason Lemkin Oct 25, 2023 ▶ 6:07 What SaaStr CEO and Founder Jason Lemkin Really Thinks About AI, Sales & Lead Gen In 2024

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Insight

Lemkin: B2B Apps Must Deliver AI Jaw-Droppers Quarterly to Retain Users

“Not only do you have to deliver a beautiful app, it has to surprise and delight you at least once a quarter where your jaw drops that it does something you didn't even expect because of AI. Your jaw should drop because of the agentic capabilities of a B to B p…”

Jason Lemkin Jul 17, 2026 ▶ 36:13 How Agents Will Steal Your Customers. Plus: The $10K App Our Agent Replaced and the $14 Migration

Jason Lemkin on Private Equity Firms 727 days apart Revised ⤴ watch & share →

Lemkin updated his market assessment in 2025, noting that the previously reliable private equity interest in break-even, high-NRR SaaS companies ended after 2023.

Insight

Lemkin: Private equity will buy any break-even SaaS company over $20M ARR

“Private equity firms will buy any SaaS company with high NRR that are break even north of twenty million.”

Jason Lemkin Oct 25, 2023 ▶ 35:32 What SaaStr CEO and Founder Jason Lemkin Really Thinks About AI, Sales & Lead Gen In 2024

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Assertion Not checkable as stated

PE Acquisitions of Classic SaaS at 6-10x Multiples Have Disappeared

“Private equity firms aren't interested either. And there used to be from 2012, 2013 until 2023. So there was a decade where if your growth was decent, but not great in SAS, but your burn rate was low and your NRR was high, maybe VCs wouldn't touch you, but a p…”

Jason Lemkin Oct 22, 2025 ▶ 40:50 The State of AI + Software: Where It’s Going - Fast

Changed Positions

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