“Next year will be the first real clamp down that's material. That could if nothing else, it could create a lot of variability here.”
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Observable: measurable reduction in enterprise AI spending budgets or token consumption in 2027 vs 2026.
Jason Lemkin predicts that Apple's lawsuit against OpenAI may push OpenAI to abandon or pause its hardware initiative.
Jason Lemkin warns that slow-growth SaaS companies will be acquired at 1x revenue multiples unless they take action.
Jason Lemkin predicts that enterprise customers are switching away from Salesforce much faster due to AI alternatives.
Chinese open-weight AI models will be banned in the US, similar to DJI drones.
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