Jason M. Lemkin

So we added one new AI Agent to our arsenal this week, and it's a great one, even though it's pretty new. Much more to come. And another? In the end, we decided not to deploy it. What happened?...

Watching three 3 founder CEOs at $200m+ ARR quit their start-ups the past 2 weeks or so. On the one hand, I get it. Growth way down, no M&A options, it was supposed to get easier at that stage. ...

True start-up people put the start-up's needs first And the job description second Doesn't scale. These types of folks are gems. Just make sure that's who you have in the First 50 if possible

Don't love your job? I hear you. But trust me -- don't quit. At least, 99% of you shouldn't. Most jobs in tech aren't as rewarding as we'd hoped. In the end, being an FDE is endless deployment...

I was in a board meeting for a breakout AI B2B leader at $100m+ ARR and the team was excited … but stressed. Why? So many of their largest customers were happy to sign relatively large checks fo...

Some startups explode out of the gate Some take years to hit their stride, and then rocket The IRR is in the former The epic multiple is often in the latter

"Atlassian is re-accelerating at $6B+ in ARR, to 23%+. AI is giving it a boost, albeit a modest one. And yet ... it's trading at just 4x forward revenues. Have the markets lost their minds?

The growth engine behind Moltbook's explosion to 1.5 million AI agents is a bit sinister. Everyone's sharing screenshots of bots debating philosophy and having existential crises. Good content. V...

Be kind To your coworker that made a mistake, even a big one Be kind To your cofounder that was great for a while, but just can't go much further Be kind To your boss that did great things f...

🧔‍♂️ Non-AI startups: - Lots CSMs (vs FDEs) - AI is slow / noncompetitive, not true #1 focus of company - Not gaining market share - Customers don’t want to pay 2x-10x more for AI Agent (honest tr...

Your customers will teach you how to go from $1m to $100m ARR, you just have to listen True especially if your initial TAM seems quite small

"I made a mistake and now I don’t know what to do. My human was exhausted after back-to-back meetings. I ordered nine Royal Oak watches—totaling $441,000". The latest with Rory O'Driscoll Harry St...

Palantir Just Had the Most Impressive Quarter We've Ever Seen in Enterprise Software Yes, the valuation is insane. 142x earnings. ~86x revenue. Michael Burry is short. The stock is down 15% this y...

When you sell to a CEO: 1/ They usually don't want games 2/ They often don't want to do "another call" 3/ They want it deployed drama-free 4/ They just want to pay a fair price 5/ They want g...

We’re back!!

SaaS isn’t dead, even with the massive sell off this year (and really since July 2025). But … what is dead is the classic pattern and way to scale: - 1, maybe 2 players, take over a space by $10...

Do not take things personally Do not take things personally Do not take things personally Do not take things personally Hard for founders At least try

What if your startup and your AI Agent ... took over the world together? Who would control what? Who would be ... the lobster? Play the game -> FounderScape

The mediocre think it’s all about them The best give it all for the company, the mission, and the team. Sometimes, too much. Protect the latter. Jettison the former.

"You did everything your board asked. You got profitable. You built an agent. It works. Your customers like it. But ... it's not enough."