Jason M. Lemkin says software companies need to show real growth from AI by June 30, 2026 or risk irrelevance. It's not enough to add copilots. Companies that don't materially accelerate risk losing market share to competitors who do.
June 30, 2026.
About 18 months.
"Now it's the second half of 2025."
I mean if you don't have my rules, if you haven't grown because of AI, you failed. Yeah, I just worry that, that AI changes so many markets that like a lot of these candidates are just viewed as hopeless. Now it was one thing in 2021 when the software hadn't changed in seven or eight years. You're right but man, like you know, I, it's Now it's the second half of 2025. I mean if you don't have my rules, if you haven't grown because of AI, you failed. It's not just so you have a copilot, you have to have grown, you have to have done an intercom, you have to have re accelerated your business. You had 18 months since chat GPT launched or whatever it was to do this. Right. And if you didn't get it done in these 18 or 20 months, it ain't going to happen.
I like your line, Jason. I just really. If you're not, if you're not accelerating, you're losing, right? Because someone else is accelerating. So by definition that's a good point on a relative market share basis. You know what, so if you don't have, so if you don't have a that story and be some of those facts, you're nowhere. I'd buy that.
So if you haven't, if you haven't pulled your yourself at it now, you know man, I mean I don't mean to agree with Sam lesson but you might be utterly irrelevant. It's probably too late. But if your other if you're playing vanilla B2B company hasn't done it by June 30th, I don't think June 30th, 2026 or 20 or right in that bridge note or that series C7 is going to make it. I probably would vote Harry and Harry down at the, at the, at the reserves meeting on that one.
But to be clear what you're saying, which I think is this, what you're saying is there are examples of, you know, pre gen AI companies being able to move quick enough to become relevant in the gen AI world.
Yeah, I spoke too quickly. This one's amazing. Yeah.
