ICONIQ Capital

also referred to as: iconiq

includes ICONIQ Growth

3 statements across 2 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Oct 22, 2025 by Jason Lemkin · said 48 times in 12 episodes since 2018 · across every show →

Mentions by year, the whole family

brought up most by Jason Lemkin (28), Doug Pepper (7), Andrey Husid (6), Christine Edmonds (2), Therese Tucker (1), Roelant Prins (Roland Prince) (1), Robert Lacher (1), Pablo Dominguez (1)

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2026 1 mention in 1 episode
2025 5 mentions in 1 episode
2024 1 mention in 1 episode
2023 11 mentions in 3 episodes 4 per episode
2022 27 mentions in 3 episodes 9 per episode
2021 1 mention in 1 episode
2019 1 mention in 1 episode
2018 1 mention in 1 episode

every mention, scene by scene, with the transcript →

Everything said about ICONIQ Capital, oldest first

Oct 22, 2025 neutral
Assertion Supported
94% of Public B2B Software Companies Claim to Have AI Agents
“94% of public B to B companies now mention AI and say they have AI agents.”
Jason Lemkin Oct 22, 2025 ▶ 24:34 The State of AI + Software: Where It’s Going - Fast
Oct 22, 2025 bullish
Assertion Supported
AI-Native B2B Converts 56% of Free Trials to Paid Versus 32%
“And if you look here, it's especially prominent scale north of a hundred million AI native B to B companies close turn. 56% of their free trials to paid. Versus 32 of non-AI.”
Jason Lemkin Oct 22, 2025 ▶ 15:11 The State of AI + Software: Where It’s Going - Fast
Jun 16, 2026 neutral
Assertion Supported
Lemkin: Iconiq Data Shows Agentic Deals Are Annual or Shorter
“If you look at data that Iconic recently published, we have it on SaaS or others a vast amount of more agentic deals are annual deals or less rather than multi-year.”
Jason Lemkin Jun 16, 2026 ▶ 37:08 Our Agent Negotiated a Vendor Renewal, Became a CFO and a Better SDR .. but has too many guardrails
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