Jason Lemkin
Founder of SaaStr, prominent SaaS investor and operator; cited as a Replit power user building lean, AI-driven businesses.
“These models, Haiku 55 and Sonnet 55... are... the first thing that's actually been deflationary with LLMs and AI”
Source→“Can you even get the compute to be competitive?... You can't even get memory, let alone compute.”
Source→“It's easy to build what OpenRouter was six months ago today, right? But are they going to maintain that investment?”
Source→“generational talent has generational prices in today... he's going to pull together a team like's never been seen since the dawn of mankind in artificial intelligence.”
Source→“Kudos to the Intercom for building an AI-native reboot of the company to nine figures in revenue”
Source→“Jev usage has quadrupled just since Andreessen actually shook hands on the deal... Jev is super fast and super cheap.”
Source→“The sort of Poolside, 'Why We're Selling' memo that we just couldn't get enough compute, we just couldn't afford it, we could not keep up with the arms race.”
Source→“if you can get other data and you can use AI to make dating better... Raise prices because it's much better.”
Source→“He's like, 'I'd just have to pay a much lower price then, worst case'... I'm comfortable overpaying in the early round for my pro rata”
Source→“People mocked Andreessen in the early days for overpaying... 'Yes, you have to be in all the winners... the super winners will make up for all of it.'”
Source→“it's Valar that wants declaratory judgment to move on. They just want an answer.”
Source→“stored images unencrypted, the cameras sent credentials in clear text... the police interface didn't require any authentication.”
Source→“Raise it once and let it go... It's not your company. It is not your cap table.”
Source→“I think there's a geopolitical issue around who has the sort of strategic control of the world. That is a different issue from, should we use a model that was trained in China.”
Source→“the rate of change here and the rate at which the OpenAI team got back in the game... people are switching out their models for real because it's better and cheaper”
Source→“the initial point of Dots is that it integrates with Codex and can work as a 24-hour coding agent... it almost can't lose unless they stop developing on it.”
Source→“Jason Lemkin: cited for the 'ride it to zero' view on founder departure.”
Source→“he was offered a $500 million package by Zuck to run enterprise”
Source→“they weren't in Anthropic [early]... but that was a great one, right? The growth team accelerated... Samir and the whole team, it's been a win.”
Source→“the massive spend, the CDSs at Oracle, some defaults on data centers”
Source→“Participants: Harry Stebbings, Jason Lemkin, Rory O'Driscoll”
Source→“you're either in the head of the train, in the new, new thing, everything is possible, or you're in the tail end of the train and life is shitty”
Source→“it's less about being a competitive frontier lab and more about AI sovereignty”
Source→“The only thing that mattered for the last two years is LLMs do code”
Source→“IPOs is about distribution... the Robin Hood story... they went basically 10x in the public market... in three years.”
Source→“We're invested in GCAI, which is on the in-house legal side.”
Source→“You've got an all-American software product, and you've got the ability to train it on your data in a totally proprietary way that's not exposed to OpenAI or Anthropic.”
Source→“The winner in the existing world is only worth 50 [billion]. So as you get these bigger market caps like Sierra, you have to go beyond service cloud replacement to be a big company... you have to sell the whole operating system.”
Source→“Things like the OpenRouter report, things like that index of token pricing. Those are the things you look at”
Source→“Waymo is continuing to grind on. There are hundreds of millions of dollars in revenue, but not billions.”
Source→“85% retention for the ring is pretty good... they may not have the Peloton issue for the foreseeable future.”
Source→“Wonderful more than doubles to 5 billion in under six months... $170 million in secondary within two years of founding.”
Source→“There literally was 20 posts on this wiki in the last 10 years.”
Source→“I actually think it does speak to the argument that they were right not to try and fund this thing at Uber for the last decade too.”
Source→“Jason said last week that if you are not well into your 2027 roadmap already, you are behind.”
Source→“"This has come up a number of times, I think with Jason Lemkin and you — just like the increasing rise in services being a part of software companies."”
Source→“The world is talking about agents. We can have a whole episode on what are agents, what is really an agent, how do you give agency, and how do you control an agent?... When pieces of code can decide what happens next, we're going to have a whole different conversation on how do we secure those agents?”
Source→“If I took that advice, Rory, honestly, all I would have is a maxed out 401k in life. The only reason I have any economic success is that out of obligation, in part, I kept going... Both my startups, certainly I would have quit. I certainly would have quit EchoSign.”
Source→“DJI technology is great for drones. It's the best drone technology... It is banned in the US. It is banned on the thesis that these drones flying in my backyard are going to send confidential information to China... If those drones are banned, this is just my bet. I'm betting that the Chinese models are getting banned, too.”
Source→AI-extracted from podcast / newsletter / paper summaries. May contain errors.