Jason ✨👾SaaStr.Ai✨ Lemkin ✓
@jasonlk · Palo Alto, CA · joined 11 Apr 2007
GET funded ➡ $200m https://t.co/AVvPIrHFQh🦄🦄🦄🦄🦄🦄🦄 Seed/Early A AI+B2B The Agentic Life
250 282Followers
2 365Following
113 663Posts total
334KViews on collected posts
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@jasonlk @jasonlk - you are spot on about the raw credential sprawl we saw, and still see, with coding tools, and risk of exposed standing access. For personal agents, we are partnering with the Muse team and others to provide secure and low friction access, with user control, at
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@jasonlk I prefer the route of partnering with password managers. I want all my credentials in one place and not split across all the agent's own vault.
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@jasonlk i don't trust whatsapp my list of contacts and you trust your secrets...
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One thing I really like about Muse: I trust its Secrets Store
Every time you use an agentic app, you have to make a call. Do you trust how it stores and uses secrets? Passwords, keys, credentials, etc.
In the early days of vibe coding, secrets were often stored … literally h
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Off to last coffee meeting of day https://t.co/7bZwnwLBGs
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Snowflake just blew out the quarter -- and reaccelerated at a $6 billion run rate
The reason, of course is AI. But not mainly from AI native customers.
Third straight quarter of acceleration: 30% → 34% → 37%.
Sequential product revenue added:
Q4 FY26: +$68M
Q1 FY27: https:/
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So we vibe coded our own Calendly on @Replit this week
But ... why? Calendly is cheap, works well, no issues
Well the Why is interesting. We wanted to do >something< we couldn't without building our own.
We wanted a dynamic, 100% custom prospectus / deck to go to customers ht
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Eight months ago the market decided that AI was going to eat B2B software. A rough, rough start to the year. Roughly $2 trillion of market cap came out of the group.
Then it came back. Just not ... evenly. https://t.co/bL6CopWtiC
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@jasonlk wild how much value got left on the table there. hindsight is brutal in this business
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@jasonlk Why such a low multiple vs something like @datadoghq?
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@jasonlk And yet, a huge part of the Salesforce story, to the degree there is one. You can squint and see a world where it’s the front door to the entire organization. At many companies, email is dead. Their CRM is headless. The entire company is legible in shared channels. It’s
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What would an independent Slack look like today?
Probably $2.5B ARR growing 25%, trading at 7x-8x ARR and seeing a recent boost from agents and AI last quarter
Sort of a 2x GitLab
So worth much less that they sold for ($27B+), not even adjusting for time or dilution
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New!! "Our Newest AI Agent Is a Renewal Agent. It Builds a Better Renewal Deck Than Any Human Could, For Every Single Account. Not Just the Big Ones."
https://t.co/khoUYFkhAl
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What I typically spend on a Google search: $0
What I'll easily spend on high-value @ExaAILabs search across a large dataset: $40
A pretty good model as it scales https://t.co/3OpX4XRNii
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"Our FDEs at @harvey include 180+ lawyers" with CPO Anique Drumright
"180 legal engineers, ex-lawyers, help our customers build their agents. They are our subject matter experts.
We put 1-2 lawyers within each deployment pod." https://t.co/tvyOtMliFY
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New!! “Shipping Enterprise Agents with the CPOs of Harvey, Glean and Rubrik. The Good, The Bad, and The Ugly”
https://t.co/bbR3LaCrKF
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@jasonlk @saastrfund seed check on "build AI that doesn't replace people" while everyone else races to replace people, and it hits $2.3B. the contrarians always look insane right until they don't.
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@saastrfund More on Adam's top learnings here: https://t.co/V2wf2B8Qs6
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Boom!!!
Proud to have led seed at @saastrfund
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.@owner has rocketed past $100M ARR automating everything for restaurants with AI, and 83% of its new customers now start inside an AI product
But it hasn't quite been that simple, or straightfoward
The top 7 lessons from @AdamGuild's rebuild:
#1. Your customer should never
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@jasonlk This is a good reality check. VC money comes with expectations most founders underestimate.
Is raising less actually the better move if you don’t need the pressure?
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"Once you raise $10m+, you are sort of signing up for a $1B exit.
If you just don't see it yet, that's OK. Just raise less.
Too many folks think venture capital is almost free. It has almost no cost. But the pressure and implications of raising $10m-$20m+ are real." https://t
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3:01
Against accounts of the same size
24 posts from the last 90 days, next to the 100K–1M follower range. ordinary reach for its size, weaker reaction than most.
Median views4 056this account5 983median for 100K–1M
Reach, %1.62%this account1.49%median for 100K–1M
Engagement, %0.49%this account0.93%median for 100K–1M
| Metric | This account | Median for 100K–1M | Ratio |
|---|---|---|---|
| Median views per post | 4 056 | 5 983 | 0.68× |
| Reach (views ÷ followers) | 1.62% | 1.49% | 1.09× |
| Engagement rate | 0.49% | 0.93% | 0.53× |
Others in this range → Compare with another account → How these benchmarks are built →
Growth & engagement
How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.
Views per post
4.2K2 Sep
2.3K3 Sep
36.5K
6.1K
33
16
8.9K4 Sep
7.7K
3.9K
8.5K
147.6K13 Sep
1.6K
854
2714 Sep
Last 14 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.
Engagement rate per post
0.69%2 Sep
0.31%3 Sep
0.34%
0.76%
9.09%
6.25%
0.56%4 Sep
0.85%
0.74%
0.89%
0.12%13 Sep
0.18%
0.47%
7.41%14 Sep
Reactions — likes, reposts, replies and quotes — divided by views. Median for 100K–1M accounts is 0.93%.
What the audience does
Likes60.3%818 in total
Reposts3.5%47 in total
Replies12.8%173 in total
Quotes0.3%4 in total
Bookmarks23.2%314 in total
Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.
The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.
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