“If you don't wanna be worth one x, like, do something before it's too late, man.”
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Majority of slow-growth (sub-10% YoY) SaaS acquisitions in 2026-2027 occur at <1.5x revenue multiples
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 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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