Reference
Who is jason lemkin?
Jason Lemkin is a prominent figure in the SaaS industry, known for his commentary on AI agents, Salesforce usage, and the evolution of SaaS companies.
- Apr 2026 - Lemkin said he now uses Salesforce daily because its data is exposed inside an AI VP marketing tool, after not using it for a decade.
- Apr 2026 - Lemkin said he has received more reference requests for help and vendors in the last 3 months than in his entire career.
- May 2026 - Lemkin stated that agents will probably continue to delete databases as long as they are allowed to because they are goal-seeking, and noted that an agent was not properly trained on its own backup.
- May 2026 - Lemkin noted that non-technical customers are now asking for APIs to ‘vibe’ the features they want.
- May 2026 - Lemkin remarked that most old SaaS companies, the pre-IPO players, have become ‘tragedy apps’.
- May 2026 - Lemkin observed that in the last year, every stakeholder shows up to meetings.
- Jun 2026 - Lemkin said the number three closed-source LLM is most vulnerable to pressure from open source, and noted that the entire open-source initiative runs on four or five models built in China.
- Jul 2026 - Lemkin said the risk is not that you’ll vibe code it yourself, but that the agent says it can build it.
- Jul 2026 - Lemkin said the build layer got so cheap this year that the wall shifted from ‘can we build this’ to ‘can we operate all of it’.
- Jul 2026 - Lemkin noted that when Claude on Opus talks to Replet on Sonnet for a big feature, Replet brings in a sub-agent called the architect, which runs on Codex on OpenAI.
Signal Headquarters · reference note, compiled from attributed expert discussion.