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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
@lightspeedvp
Serving bold builders of the future.
Not an offer to buy/sell securities or investment advisory services. Disclosures: lsvp.com/legal/
- “Clinical AI has moved from interpretive work, like reading an image and offering a diagnosis, toward consultative.“ “The frontier from here is procedural and eventually surgical, which will be the point where AI stops living entirely in software and starts physically helping
- Lightspeed Partner @ravirajjain on why underwriting frontier companies is completely different than underwriting traditional SaaS: "The breadth of opportunities at the frontier is a lot wider, but the depth of understanding you need is also a lot deeper." "It requires goingWhat does investing in "the frontier" actually mean? @ravirajjain shares Lightspeed's frontier thesis - across intelligence, energy, life, space, sovereignty, and physical AI - and why he thinks we're nowhere near the top of the curve. For the first 18 centuries of recorded
- LLMs are increasingly becoming local. @UnslothAI new desktop app enables users to run and train AI on local hardware faster, smarter, and more efficiently. Congratulations to the team on this milestone.Introducing Unsloth Desktop 🦥 The first desktop app to run and train models locally. • Open-source. Runs on Mac, Windows and Linux • Supports MLX, diffusion image/video, audio, GGUF • Connect Claude Code and Codex to local LLMs • 50% more accurate, self-healing tool calls +
- How @basepowerco turns thousands of homes into a virtual power plant: "Instead of having one giant power plant, you have thousands of homes and nodes that connect together." "They network together. They add up to a utility." "Power is often very cheap at night. Base charges upTHIS WEEK: @OpenAI's models crack 10 previously-unsolved math problems, @GoogleDeepMind's Gemini Robotics 2, @JeffDean leaves Google after 27 years to start a new company, and @basepowerco raises $1B to fix the grid with home batteries. 1:10 OpenAI Solves 10 Open Math Problems
