Jason ✨👾SaaStr.Ai✨ Lemkin(@jasonlk):If you want one take-away from the Airtable deal It isn't: - Don't Raise Too Much (Last round investors get 1x back) - Embrace AI (Airtable did) - Move faster (Airtable stepped it up) - VCs are evil (They agreed to the deal) - Get profitable (Important, but didn't help per se when Airtable got there) It is: - Grow or Die. That's 2026. 20% growth (and presumably, not accelerating) at $500m ARR = 2.5x-4x ARR That's it

Jason ✨👾SaaStr.Ai✨ Lemkin

@jasonlk

GET funded ➡ $200m Seed/Early A AI+B2B The Agentic Life

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Jason ✨👾SaaStr.Ai✨ Lemkin@jasonlk

2026.08.04 18:42

If you want one take-away from the Airtable deal It isn't: - Don't Raise Too Much (Last round investors get 1x back) - Embrace AI (Airtable did) - Move faster (Airtable stepped it up) - VCs are evil (They agreed to the deal) - Get profitable (Important, but didn't help per se when Airtable got there) It is: - Grow or Die. That's 2026. 20% growth (and presumably, not accelerating) at $500m ARR = 2.5x-4x ARR That's it