OpenBusiness & Startups· Tier C · not scored· not scored

Jason Lemkin warns that slow-growth SaaS companies will be acquired at 1x revenue multiples unless they take action.

“If you don't wanna be worth one x, like, do something before it's too late, man.”
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Our resolution criterion

disputable

Majority of slow-growth (sub-10% YoY) SaaS acquisitions in 2026-2027 occur at <1.5x revenue multiples

Target: Dec 31, 2027Dispute this

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.

Summaries are ours; the quote is a verbatim transcript excerpt. Our resolution criteria are editorial and disputable. How this works.