Jason Lemkin: Predictions for 2024 - What Does a Trump Administration do for Startups? | E1099

ℹ️ EPISODE INFO

Released

January 4, 2024

Duration

1h 32m

Channel

The Twenty Minute VC

Watch on YouTube

▶ Open ↗

📝 EPISODE DESCRIPTION

Every single 20VC episode is recorded with Riverside.FM. It is the one product that I could not live without. Try it today here (https://creators.riverside.fm/20VC) and use the code 20VC for 15% off. ----------------------------------------------- Joining Harry in the hot seat today is Jason Lemkin, Founder @ SaaStr and one of the OG SaaS investors of the last decade. ----------------------------------------------- Timestamps: (00:00) Intro (01:45) OpenAI as 2023's Best Company (04:16) HubSpot's Long-Term Business Model (08:36) Challenges with Wealthy Founder VCs (12:13) Highlighting 2023's Best Founder (15:17) SaaS Performance Trends in 2023 (18:54) Insights from Bill Gurley's Exit Strategy Tweet (21:29) Updating Founder Advice (22:49) Y Combinator: Leading Early-Stage Fund (25:59) Kleiner's Remarkable Comeback (30:21) Identifying Top Late-Stage Funds (32:19) The Lack of Greed in 2023 (33:16) Surprises Emerging in 2023 (34:27) Reserve Deployment: Identifying Winners and Losers (37:28) The Key Role of Supportive Investors (46:33) Predicting the SaaS Landscape in 2024 (52:43) IPO Outlook for 2024 (01:02:49) Trump's Influence on the VC Economy (01:11:32) Quick-Fire Round ----------------------------------------------- The discussion today is broken into two segments: 2023: A Year in Review: Breakout company Best early-stage fund Best late-stage fund Most surprising event Founder of the Year 2024: Predictions: What is to Come: Does the IPO window open? Do Stripe, Databricks, and more go public? What happens to early-stage venture markets? Does the growth stage come roaring back? What happens to the M&A market? How does Trump change the startup ecosystem? Will a generation of young VCs be washed out the system? Will a ton of venture firms shut down? ----------------------------------------------- Subscribe on Spotify: https://open.spotify.com/show/3j2KMcZTtgTNBKwtZBMHvl?si=85bc9196860e4466 Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-twenty-minute-vc-20vc-venture-capital-startup/id958230465 Follow Harry Stebbings on Twitter: https://twitter.com/HarryStebbings Follow Jason Lemkin on Twitter: https://twitter.com/@jasonlk Follow 20VC on Instagram: https://www.instagram.com/20vchq Follow 20VC on TikTok: https://www.tiktok.com/@20vc_tok Visit our Website: https://www.20vc.com Subscribe to our Newsletter: https://www.thetwentyminutevc.com/contact ----------------------------------------------- #VentureCapital #JasonLemkin #SaaStr #2024elections #2024predictions #harrystebbings

🎤 SPEAKERS

• Jason Lemkin

  guest

• Harry Stebbings

  host

• Narrator

  other

🧾 EPISODE SUMMARY

In this episode of The Twenty Minute VC, featuring Jason Lemkin and Harry Stebbings, Jason Lemkin: Predictions for 2024 - What Does a Trump Administration do for Startups? | E1099 explores jason Lemkin Dissects Venture Reality: SaaS Saturation, Decacorns, Trump, 2024 Jason Lemkin and Harry Stebbings review 2023 in venture and SaaS, highlighting explosive AI growth (OpenAI, Midjourney), standout operators like HubSpot and Nvidia, and the broken dynamics of late-stage funding and reserve models.

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