SaaStr
We haven't scored any of Jason Lemkin's predictions yet — the calls below are on the record, but too soft or long-horizon to grade into a win–loss record. Attribution and criteria are editorial and disputable.
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.
Chinese open-weight AI models will be banned in the US, similar to DJI drones.