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

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Joining Harry in the hot seat today is Jason Lemkin, Founder @ SaaStr and one of the OG SaaS investors of the last decade.
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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
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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?
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#VentureCapital #JasonLemkin #SaaStr #2024elections #2024predictions #harrystebbings

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[@Jasonlk]

Such a fun one! Thanks to 20VC team and Harry!

[@avisrivastava4140]

these lemkin EPs are always top notch!

[@dustinbeaudoin9014]

Agreed

[@upstartfenix]

I tune in for Jason. Always a classic.

[@user-ed1hd9gv1z]

Banging show!

[@ClimbVSC]

Lemkin is fantastic! Awesome perspective on not letting comps deter your investments because markets are always growing

[@arjungoalset8442]

Loved the conversation ❤

[@Saastr]

A great one!

[@frenchtutordakar7930]

Please Harry lose the cussing. You’re not JR.