“Salesforce did an LLM lift. It took one day to leave. It used to be a year. Now it's one day.”
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Salesforce reports accelerated customer churn or declining net retention rates in 2026-2027 earnings reports
CIOs will materially clamp down on AI spending in the next year (2027), creating market variability.
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.
Chinese open-weight AI models will be banned in the US, similar to DJI drones.
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