StarZero All shows Try the podcast clipper →

B to B companies

3 statements across 3 episodes · 1 bullish · 2 bearish · 1 people on the record · first statement May 6, 2022 by Jason Lemkin · across every show →

Everything said about B to B companies, oldest first

May 6, 2022 bullish
Prediction Didn’t hold up
Lemkin: B2B SaaS Startups Will Avoid Widespread Layoffs Due to Cash Reserves
“I don't think there's going to be very many layoffs or issues and B to B companies because they're very well funded.”
Jason Lemkin May 6, 2022 ▶ 18:30 Doug Pepper, GP at Iconiq + Jason Lemkin of SaaStr: "Where Venture Is Right Now"
Oct 22, 2024 negative
Assertion Not checkable as stated
Some $100M ARR B2B companies dropped from 100% growth to zero
“There are hot B to B companies that were growing a hundred percent at a hundred million in 20, 21 that are growing zero percent.”
Jason Lemkin Oct 22, 2024 ▶ 14:23 Approaching Half a Million Customers: How to Win in SMB | BILL CEO and Founder René Lacerte
Feb 15, 2026 bearish
Opinion
Lemkin: Buyers have zero interest in profitable pre-AI B2B SaaS companies
“These B to B companies, pre AI ones at fifty million, a 100,000,200 1,000,800 million, no one wants to buy them. It doesn't matter that you, hooray, you got profitable. Thank you. That means you're not going bankrupt. You have not solved your existential probl…”
Jason Lemkin Feb 15, 2026 ▶ 20:13 Software Stocks Have Massively Crashed. Here's What Founders Need to Know.
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 400 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.

Try the podcast clipper Learn more