The Calls
Dated predictions and their status, on one timeline. Left of today: already assessed. Green held up, red didn't hold up, amber partly. Right: still open; when a dot's date hits, the ledger checks it again against the public record.
Everyone Jason Lemkin (22)René Lacerte (5)Varun Anand (2)Doug Pepper (2)Cameron Deatsch (2)Victor Riparbelli (1)Tomasz Tunguz (1)Tom Clayton (1)Todd McKinnon (1)Sterling Snow (1)Scott Belsky (1)Sam Blond (1)
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Next up (4)
108 days left 2026-12-31
108 days left 2026-12-31
Lemkin: Sales Commission Rates Will Halve by End of 2026
“I actually think what's going to happen because of attribution is commissions are going to have by the end of next year. Because this is how the math is going to work. You're going to get credit for the It's not just PLG. You're going to get credit for Kyle's …”
270 days left 2027-06-11
297 days left 2027-07-08
Closed calls (14) the full record →
Lemkin: Anthropic Will Reach $50B in Revenue in Four Years
“Anthropics revenue is like nothing we've ever seen. Okay. It'll be at fifty billion in less than four years or four years plus or minus.”
Customers Will Pay Higher Prices for Canva as It Becomes Agentic
“Now people are going to start paying more for Canva as Canva gets more gentic with two point O.”
Lemkin: Most SDRs and qualifying BDRs will be eliminated by 2026
“And I really think most SDRs will die next year, but the meat, and I know we throw around these terms differently. The BDR that sort of smarmily qualifies you that that's going to die. Like we just, there's no need for that with these tools.”
Lemkin: Digital AI sales engineers will soon join live sales calls
“I think A digital SE like this is Brian Halligan's digital one on Delphi is going to come to the zooms. The human it's a person is going to be there. And I brought this up and Dara said, give me another release and this will be full duplex. Like my AI and Bria…”
Lemkin: ElevenLabs will reach $300 million in revenue this year
“The tools are either so disruptive, like a cursor or replica or lovable or 11 labs will go from like almost nothing to three hundred million this year.”
Lemkin: AI presentation platform Gamma will reach $80 million in revenue in 2024
“We read about gamma and we love gamma for AI presentations, one to eighty million that we'll do this year, but it was founded in 20, 20. So it was five years to one and then one to 80 this year.”
Lemkin: Greenhouse will probably IPO in two years
“Fourth one is Greenhouse, which is over there, ok? They're doing hundreds and hundreds of millions of dollars, and will probably IPO in two years.”
Lemkin: ServiceTitan will probably be the first SaaS IPO of 2024
“I think that'll be the first SAS IPO of 20, 24.”
Lemkin: Algolia crossed $200M in revenue and will IPO next year
“Second one, Algolia, worth three billion, doing over two hundred million, we'll IPO next year.”
Lemkin: Algolia, Talkdesk, Greenhouse, or SalesLoft will likely IPO in 2024
“We had a panel of Algolia, Talkdisk, Greenhouse, and I think SalesLoft, they're all at two hundred million and at least three of them, I think, will IPO next year.”
Lemkin: Klaviyo will be a monster IPO and trade over $10B
“I really think all the VCs are gonna get excited about Klaviyo. It's gonna be a monster IPO. I think it'll trade over to ten billion.”
Lemkin: Public SaaS multiples will rebound 20% to 40% by late 2023
“And so I'm pretty bullish at the end of this year. I'm bullish that multiples will be up somewhere between 20 and 40%, and I believe that will lead to a rush to deploy capital, but for founders, you have to understand that will never lead to a return of 2021.”