Saastr · 16 August 2026 · Operating Insight

Jason’s Takes on This Week’s 20VC x SaaStr: The Agents Never Suggested Canva, The Meme You Can’t Outrun, and Why I Only Underwrite Founders Now

Jason Lemkin, GP @ SaaStr

Jason Lemkin argues that AI agents are displacing no-code products like Canva and Notion, founder-led companies outperform non-founder-led ones during platform shifts, and investors must now stress-test whether agents would naturally choose their portfolio companies' products.

Read the full post on Saastr ↗

Topics: AI (Horizontal) · Enterprise Software

Published by Saastr · their site ↗

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