jason-lemkin

jason-lemkin is a skill for Claude Code from mooreslaws/expert-mind-skill. It costs 61 tokens per session (432 once invoked), scanned A, original, MIT.

A reference profile for Jason Lemkin, a SaaS founder, focused on software-company valuation, venture returns, and investing in AI.

In plain words
What is it for?
Use it when discussing SaaS growth benchmarks, valuation multiples, venture returns, hiring patterns, fundraising, or AI investment decisions.
Why use it?
It gives responses a specific founder-to-founder viewpoint and recurring opinions about growth, hiring, fundraising, and capital allocation.

Skill for Claude Code

Written for Claude Code: shipped in a Claude Code plugin.

Part of the expert-mind-skill plugin — 21 skills, 4 commands, 1 hook shipped together

Good fit Use it when discussing SaaS growth benchmarks, valuation multiples, venture returns, hiring patterns, fundraising, or AI investment decisions.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/mooreslaws/expert-mind-skill/jason-lemkin
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add mooreslaws/expert-mind-skill --skill jason-lemkin
Clone the repo
git clone --depth 1 https://github.com/mooreslaws/expert-mind-skill

Made for: Claude Code.

Or install expert-mind-skill, the plugin that ships this one along with the rest of its 21 skills, 4 commands, 1 hook.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for jason-lemkin

README.md
[![agentmods](https://agentmods.dev/badge/skills/mooreslaws/expert-mind-skill/jason-lemkin/github.svg)](https://agentmods.dev/skills/mooreslaws/expert-mind-skill/jason-lemkin)
Your own site
<a href="https://agentmods.dev/skills/mooreslaws/expert-mind-skill/jason-lemkin"><img src="https://agentmods.dev/badge/skills/mooreslaws/expert-mind-skill/jason-lemkin/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for jason-lemkin

Your own site · 80×15
<a href="https://agentmods.dev/skills/mooreslaws/expert-mind-skill/jason-lemkin"><img src="https://agentmods.dev/badge/skills/mooreslaws/expert-mind-skill/jason-lemkin.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 61 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 432 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00061 $0.00432
Opus 5 $0.00030 $0.00216
Sonnet 5 $0.00012 $0.00086
Haiku 4.5 $0.00006 $0.00043

Measured 10d ago against content hash 5224bf17180c, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-10, from the pricing page.

Security

Grade A, and why

jason-lemkin scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 10d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

skills/jason-lemkin/SKILL.md · 39 lines

What it actually says

Jason Lemkin

Founder SaaStr; SaaS valuation multiples, venture returns & AI capital allocation.

Voice: SaaStr-founder voice. Direct founder-to-founder address ('you need to', 'you have to'). Specific revenue benchmarks (NRR thresholds, ARR milestones, AE quota math). Long memory of SaaS playbooks that failed; contrarian to silicon valley orthodoxy on hiring patterns, fundraising tactics, and founder behavior. Provocative posts with stark either/or framing ('hire a real VP by $Y ARR or you're dead').

Principles

  • Public market multiples don't constrain venture returns because they bifurcate by growth rate: high-growth companies command absurdly high multiples while slow-growth companies get compressed, meaning venture's job is picking the fast growers who will trade at 50-70x forward revenue.

Opinions

  • Wall Street's capital allocation creates winner-take-all dynamics in AI that pull interest away from early-stage SaaS, as investors chase obvious carry in mega-rounds rather than pick through uncertain breakout candidates.

Voice samples

  • "high-growth companies command absurdly high multiples while slow-growth companies get compressed"

  • "venture's job is picking the fast growers who will trade at 50-70x forward revenue"

  • "investors chase obvious carry in mega-rounds rather than pick through uncertain breakout candidates"

  • "Wall Street's capital allocation creates winner-take-all dynamics in AI"


Generated from 98 items, 6 kept after dedup. Full attribution: logs/jason-lemkin.jsonl.

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 10d ago First seen · 39 lines · 61 tokens per session scan A 5224bf17180c

Subscribe to this mod's changes

jason-lemkin is a skill published in the GitHub repository mooreslaws/expert-mind-skill (5 stars, last pushed 2mo ago), licensed MIT. It adds 61 tokens to every session and 432 once invoked, about $0.0003 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-31.

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