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@lightspeedvp

Lightspeed

@lightspeedvp
Serving bold builders of the future. Not an offer to buy/sell securities or investment advisory services. Disclosures: lsvp.com/legal/
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lsvp.com
Joined July 2009
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  • Pinned
    @lightspeedvp
    Lightspeed
    @lightspeedvp
    Dec 15, 2025
    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.
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  • @lightspeedvp
    Lightspeed
    @lightspeedvp
    Sep 4
    Tim Cook’s exit could change the course of AI at Apple. As competition rises, the question remains: Will Apple try to keep up, or will they double down? More from Lightwork this week: Meta settles for $18B in child-safety case in a bold move aiming to limit social media’s
    @clairejyz
    Claire Zau
    Lightspeed
    @clairejyz
    Sep 4
    THIS WEEK IN TECH: @tim_cook hands over the keys to @johnternus after adding $4T in market cap to @Apple, @Meta pays $18B in the biggest child-safety settlement ever brought against a tech company, and 21 banks huddle to launch a dollar stablecoin. So fun to cohost with our
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    1
  • @lightspeedvp
    Lightspeed
    @lightspeedvp
    Sep 3
    If AI can predict chargebacks, why not returns? Zack Peng built @justaddseel on the estimate that returns account for 15%-20% of a company's sales. His answer was deploying LLMs to predict consumer behavior and sell the liability directly to the buyer. The platform builds
    @clairejyz
    Claire Zau
    Lightspeed
    @clairejyz
    Sep 2
    What actually happens when you return something online? E-commerce returns used to be a guessing game. Now, AI can predict them before the order even ships. Zack Peng (founder of Seel) breaks down what happens when you start treating returns as a prediction problem. Today, the
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  • @lightspeedvp
    Lightspeed
    @lightspeedvp
    Sep 3
    Will Johnson, founder of @GydeInc, thinks having kids can make you a better founder. In his view, having kids made him a better founder because it brought him closer to the real problems his company is solving: healthcare, insurance, aging parents, wills, life insurance, and
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    @clairejyz
    Claire Zau
    Lightspeed
    @clairejyz
    Sep 1
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    55:54
    Six health insurance brokers are retiring for every one entering the field. Just as the biggest wave of Americans in history ages into Medicare. @Will_Johnson, CEO and Co-founder of @GydeInc, shares how the company is using AI to modernize insurance agencies. Over its first
    3
  • @lightspeedvp
    Lightspeed
    @lightspeedvp
    Sep 3
    The line between "administrative" and "clinical" AI is disappearing. The admin market is still large: More than $1T is spent every year on administrative work in the US. 80% of scheduling occurs by phone. And employer health costs are projected to rise another 11%. However, we
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