“I'm betting that the Chinese models are getting banned too. I think if the drones are banned, this one's easier to ban.”
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Observable: US regulatory action banning or restricting Chinese open-weight model distribution/use.
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.
Jason Lemkin predicts that enterprise customers are switching away from Salesforce much faster due to AI alternatives.
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