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B2B SaaS companies

3 statements across 3 episodes · 0 bullish · 3 bearish · 1 people on the record · first statement Mar 10, 2023 by Jason Lemkin · across every show →

Everything said about B2B SaaS companies, oldest first

Mar 10, 2023 bearish
Prediction Not checkable as stated
Lemkin: B2B Tech Companies Will Never Bring Large Sales Teams Back to SF
“The other thing that's never coming back is that every B to B company had 500 sales reps in the Bay Area. They're never coming back. We're never renting a hunt, 20 floors of Soma. Soma, if you go, Soma, south of Market, where we had, everyone had 20 floors. It…”
Jason Lemkin Mar 10, 2023 ▶ 43:42 SaaStr APAC AMA with Jason Lemkin, SaaStr CEO
Feb 15, 2026 negative
Assertion Not checkable as stated
Lemkin: B2B CEOs report 80% of employees still work like it's 2021
“I talked to public company CO's in B to B, my own portfolio, others a lot. Since our agents blew up, everybody thinks we're some sort of, at least for GTM, we're the agent gurus, ok? It's pretty interesting. And everybody says 80% of their team wants to work l…”
Jason Lemkin Feb 15, 2026 ▶ 9:50 Software Stocks Have Massively Crashed. Here's What Founders Need to Know.
May 6, 2026 bearish
Opinion
Lemkin: Pre-AI B2B SaaS companies are becoming "tragedy apps"
“And it just, I think most of the old SAS companies, the pre AIB to be players have become tragedy apps.”
Jason Lemkin May 6, 2026 ▶ 34:31 Why Your Next Hire Should Report to an AI, Tragedy Apps, and Too Many AI SDRs? | The Agents #004
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