PERSON DIRECTORY
Jason Lemkin
Jason Lemkin appears in 4 indexed conversations across 20VC. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
Cognition vs Factory | Anthropic Under Threat | ElevenLabs Doubles Its Valuation to $22B
Harry StebbingsDev IttycheriaJason LemkinRory O’Driscoll
OpenAI’s reported Q3 growth reacceleration to roughly 70% quarter-on-quarter, from 18%, sharpens the frontier-model market debate.Enterprise adoption remains sticky because procurement, training, IP rights and token budgets make replacement harder than developer switching.Anthropic’s Q3 result, expected before a possible mid-November IPO, may show whether demand is expanding or OpenAI is taking share.
Canva Slahes Growth | Talent Exodus at Google | Revolut's $50B CEO Package | Musk's $55B Terrafab
Harry StebbingsJason LemkinRory O’Driscoll
Canva’s 2026 growth outlook has fallen from 30% to roughly 20%, while agents may bypass prosumer tools without user churn, exposing a structural distribution risk.At roughly $4B ARR, Jason Lemkin sees $12B fair value if growth does not decelerate, but proving ChatGPT-cannibalization wrong—and monitoring AI serving costs—remains decisive.
20VC Daily Deal: CoreWeave IPO, Scale at $25BN, Sequoia's 25x Wiz
Harry StebbingsJason LemkinBhavin ShahAndrew Feldman
AI is creating a golden age of software and extraordinary revenue growth, but thin wrappers, dilution, and uncertain recurring revenue are exposing the limits of the old scale-equals-durability model.Moveworks’ $2.85B sale shows the value of enterprise distribution and workflow integration, while CoreWeave’s IPO, a possible $2B put obligation, and constrained M&A make execution and liquidity the next catalysts.