Jason Lemkin Describes Uneven AI Recovery in B2B Software

Jason Lemkin posted that eight months ago the market decided AI was going to eat B2B software. He described a rough start to the year when roughly two trillion dollars of market cap left the group. Recovery arrived later, he added, though not evenly. Investor Dave McClure reposted the message. The original post linked to an X article with no further content shown in the packet.