“SpaceX, Anthropic, OpenAI, we'll add in Databricks, we'll have Arsan, one of the co-founders here in about half an hour after this. That's going to create more market value, more value, and more wealth than every other IPO since 2000.”
quote is from the automated transcript, cleaned for reading:
filler sounds and stutters are removed, nothing is rephrased. names can be misheard
(the analysis reads context, assessments check outside sources). how →
More from Jason Lemkin
Opinion
Lemkin: Do not hire people who complain about burnout
“Lazy people always say they're burnt out... But the people that complain about burnout, I think deserve a scarlet L burned into their forehead and don't hire them.”
Jason LemkinJul 17, 2026▶ 1:03:11How Agents Will Steal Your Customers. Plus: The $10K App Our Agent Replaced and the $14 Migration
PredictionOpen · timeframe Jul 2027
SpaceX, Anthropic, and OpenAI IPOs will exceed all past tech IPOs combined
“We're going to see three trillion dollar plus IPOs over the coming months. It's never happened before. The value of SpaceX plus Anthropic plus OpenAI will be more than all the other tech IPOs combined ever.”
Jason LemkinJul 8, 2026▶ 45:45Agents Didn't Kill Sales. They Just Exposed It with SaaStrAI CEO and Founder Jason Lemkin
PredictionOpen · timeframe Jun 2027
Lemkin: A $100B Startup Acquisition Will Occur in the Next 12 Months
“I bet there'll be a hundred billion dollar startup acquired in the next 12 months.”
Jason LemkinJun 11, 2026▶ 14:26$4 Trillion in IPOs, $100B in M&A, and Why B2B Spend is Booming
PredictionHeld up
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.”
Jason LemkinJun 11, 2026▶ 27:35$4 Trillion in IPOs, $100B in M&A, and Why B2B Spend is Booming
“That worked great for years until Service Titan shut them off the other day, shut them off after all these years with a thousand joint customers.”
Jason LemkinAug 28, 2026▶ 2:59Who Owns Your Data Now? Agents vs. Systems of Record on The Agents #013
Disclosure
Lemkin: SaaStr Is Dropping Adobe Marketo, Calling It Their Worst Vendor
“So our most expensive vendor gone, not renewing toxic threatened us, never helped us. Worst piece of software and the two by two worst and most expensive Adobe Marketo.”
Jason LemkinJul 17, 2026▶ 36:34How Agents Will Steal Your Customers. Plus: The $10K App Our Agent Replaced and the $14 Migration
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