Pinned
Today we're announcing over $9B in capital for a new family of funds — our largest raise in 25 years.
AI is rewriting the rules. We're backing the founders building what comes next.
Lightspeed
9,513 posts
Lightspeed
@lightspeedvp
Serving bold builders of the future.
Not an offer to buy/sell securities or investment advisory services. Disclosures: lsvp.com/legal/
- What happens to ads when AI agents start doing the shopping? @Machiz and @clairejyz discuss: "Our entire Internet is built on this premise that we're monetizing on eyeballs. All we care about is how many people see things." "When you are being funneled through an AI
00:00
01:00:16A historic IPO, a massive makeover for Siri, and Anthropic's most powerful model released to the public. What do these have in common? They were all covered on the inaugural episode of Lightwork, Lightspeed’s newest podcast with hosts @clairejyz and @Machiz breaking down some - NEW: Seed stage startups are shutting down faster than new ones are being created
Disclaimer: The views expressed in this post are those of the author and do not necessarily reflect the views of Lightspeed Venture Partners. - Ravi Mhatre on AI's exponential tipping points: "A year or six months ago, you could see things going from seeming impossible to knowing that because of AI, they are now inevitable." For Waymo, that tipping point came when the intelligence became powerful enough to drive a car
00:0001:00:16A historic IPO, a massive makeover for Siri, and Anthropic's most powerful model released to the public. What do these have in common? They were all covered on the inaugural episode of Lightwork, Lightspeed’s newest podcast with hosts @clairejyz and @Machiz breaking down some - “Today, generative media is often like a slot machine. You give it a lot of prompts and you hope you get something back good.” @reactorworld Co-Founder @_bschmidtchen says real-time changes the medium itself — the same way it did for personal computing: “As soon as personal
00:00
26:35Real-time world models represent a fundamental shift in AI. @reactorworld is building the platform for real-time generative video infrastructure, supporting developers who need the tech for use across entertainment, physical AI, and robotics. Co-founders @taiuti and - Lightspeed reposted
It's been a pleasure working with @taiuti and @_bschmidtchen at @reactorworld since their seed. @theamberyang and I sat down with them for a wide-ranging conversation that covers the company origin story and gets in to their ambitious plans for the future below.Real-time world models represent a fundamental shift in AI. @reactorworld is building the platform for real-time generative video infrastructure, supporting developers who need the tech for use across entertainment, physical AI, and robotics. Co-founders @taiuti and00:00 - Lightspeed reposted
real-time video generation has the potential to be a game-changer for marketing and media. after @lightspeedvp co-led @reactorworld's Seed, and again led their Series A, co-founders @taiuti and @_bschmidtchen went on The Investment Memo to share their vision for the future ofReal-time world models represent a fundamental shift in AI. @reactorworld is building the platform for real-time generative video infrastructure, supporting developers who need the tech for use across entertainment, physical AI, and robotics. Co-founders @taiuti and00:00 - Real-time world models represent a fundamental shift in AI. @reactorworld is building the platform for real-time generative video infrastructure, supporting developers who need the tech for use across entertainment, physical AI, and robotics. Co-founders @taiuti and00:00
- Healthcare runs on conversations. Now, AI is being built with the goal to truly understand them. Last week, @AbridgeHQ hosted their first-ever keynote. At the event, Abridge unveiled their AI-native clinician intelligence platform built to support the full arc of a patient"Healthcare is human and the most human signal is a conversation. "That moment between the clinician and patient is where we can bend the trajectory on experiences, outcomes, and costs. "When we apply intelligence across different systems, and surface the right information at
00:00Learn more about Abridge here: - AI is moving too fast for people to keep up. So we’re building something new. Lightwork is our weekly show on AI, tech, and funding, hosted by @clairejyz and @Machiz. Thank you @MollySOShea and @sourceryy for the first look at what we’re building.NEW: a16z bought Turpentine. OpenAI bought TBPN. Jack Altman joined Benchmark. Now Lightspeed makes its move.. The $40B AUM VC fund hired Claire Zau (aka 'Zauey Talks' on IG) to lead *new media* & co-host Lightwork, its weekly AI podcast Zauey Talks Stats: - 350K+ followers -
00:00 - For the first time since leaving Google DeepMind to found @IneffableLabs, David Silver joined Lightspeed's @ravi_lsvp on stage at @Founders_Forum in the UK. David launched Ineffable earlier this year with a singular mission: making first contact with superintelligence. In
Read more about our investment in Ineffable Intelligence here: - Ravi Mhatre on what makes a founder special: “They think in future tense.” The best founders think from first principles. They understand technology at its “ground truth level.” And they can tell a story about the future that, “five years and even ten years later,” turns out to
00:0001:00:16A historic IPO, a massive makeover for Siri, and Anthropic's most powerful model released to the public. What do these have in common? They were all covered on the inaugural episode of Lightwork, Lightspeed’s newest podcast with hosts @clairejyz and @Machiz breaking down some - Lightspeed reposted
Shrinking the time between disclosure and exploitation is vital for cybersecurity. @chainguard_dev has been working to shrink that time by identifying potential threats before attackers do. They just announced Athena, an industry coalition targeting open source vulnerabilitiesIntroducing Athena: the industry coalition to protect open source software from AI attacks. Athena is operational today. More than two dozen members. It's processed 20,000+ findings and generated 2,000+ patches across 500+ open source projects. Join us: chainguard.dev/athena
00:00
