Lightspeed (@lightspeedvp) / X

Lightspeed

9,567 posts

Lightspeed

@lightspeedvp

Serving bold builders of the future. Not an offer to buy/sell securities or investment advisory services. Disclosures: lsvp.com/legal/

Global

Joined July 2009

Affiliates Replies Media

Pinned
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.
Lightspeed
@lightspeedvp
1h
We’re proud to participate in @HelsingAI’s $1.8B Series E, bringing the company to a total valuation of about $18B. As software develops further, so too must the technology that defends our infrastructure. We first backed co-founders @torstenreil, Niklas Köhler, and Dr.
Lightspeed reposted
Shiv Rao, MD
@ShivdevRao
Jul 10
The best thing happening in healthcare AI right now is how much the industry is choosing to build together. Proud to co-host our first @AbridgeHQ hackathon with @AnthropicAI , @lightspeedvp , and @cerebral_valley . This is what positive-sum looks like.
The Future of Agentic AI in Healthcare - Abridge x Anthropic x Lightspeed
From cerebralvalley.ai
Lightspeed
@lightspeedvp
Jul 10
Arena started as “a side project of another project.” In spring 2023, after Meta released Llama, Berkeley students spent a weekend fine-tuning it on shared GPT conversations. The result was Vicuna. They put it on the web and believed it was better than base Llama. But then came
00:00
56:48
Claire Zau
@clairejyz
Jul 6
NEW EPISODE: @Meta reads your brain with Brain2Qwerty. @AnthropicAI releases Claude Science, and Co-founder and Chairman of @arena Ion Stoica joins us. @istoica05 is the Berkeley professor behind an absurd run of systems that basically run modern AI: @ApacheSpark (the standard
Lightspeed
@lightspeedvp
Jul 10
Replying to @lightspeedvp and @Nirva
Learn about Nirva here:
Why We Partnered with Nirva
From lsvp.com
Lightspeed reposted
Tanmai Gopal
@tanmaigo
Jul 8
We raised $136M to kill Slack. Introducing PromptQL: The first AI version of Slack. Here’s how it works:
00:00
Lightspeed
@lightspeedvp
Jul 9
We believe great consumer hardware needs three kinds of genius in the room. Hardware, software, and design. That’s why we’re excited to lead @Nirva’s $8M Seed Round. Nirva seeks to design the world's most beautiful and insightful AI wearable. Consumers are spending billions
Lightspeed
@lightspeedvp
Jul 7
.@OrcaBio just received FDA approval for their new immunotherapy drug, TREGZI. This new precision-engineered cell therapy aims to help patients with blood cancer strengthen their immune systems. Many patients with blood cancers are at risk of developing chronic
Orca Bio
@OrcaBio
Jun 30
We are proud to announce the U.S. FDA approval of our new precision-engineered cell therapy for allogeneic transplant in people with hematologic malignancies. This marks a significant milestone for Orca Bio, and most importantly, for the patients we serve. Learn
00:00
Lightspeed
@lightspeedvp
Jul 7
Learn more in Orca’s press release here:
orcabio.com
Orca Bio’s TREGZI™ Receives U.S. FDA Approval as First and Only Precision-Engineered Cell Therapy...
CompanyAbout UsLeadershipApproachHigh-Precision TechnologyManufacturingTherapiesPipelineOrca-TOrca-QScientific PublicationsExpanded Access PolicyPatients & FamiliesOur PurposeKey TermsMore Resource...
Lightspeed
@lightspeedvp
Jul 7
"A single new drug costs around $2.6 billion, takes 10-15 years, and up to 90% of candidates that enter trials fail." @clairejyz on why the endgame for AI labs could be co-developing drugs with pharma: "Whether it's Claude Science or GPT-Rosalind, they can tackle that front
00:00
56:48
Claire Zau
@clairejyz
Jul 6
NEW EPISODE: @Meta reads your brain with Brain2Qwerty. @AnthropicAI releases Claude Science, and Co-founder and Chairman of @arena Ion Stoica joins us. @istoica05 is the Berkeley professor behind an absurd run of systems that basically run modern AI: @ApacheSpark (the standard
Lightspeed
@lightspeedvp
Jul 6
Some say stronger models should make human evaluation less necessary. @istoica05 argues the opposite: "Music is totally subjective. A smart LLM can maybe guess what I would like, but there is not only one answer. That comes down to human taste, and that will remain for a long
00:00
56:48
Claire Zau
@clairejyz
Jul 6
NEW EPISODE: @Meta reads your brain with Brain2Qwerty. @AnthropicAI releases Claude Science, and Co-founder and Chairman of @arena Ion Stoica joins us. @istoica05 is the Berkeley professor behind an absurd run of systems that basically run modern AI: @ApacheSpark (the standard
Lightspeed reposted
Josh Machiz
@Machiz
Jul 6
would you let AI read your mind? not your private thoughts. not yet. Meta just released Brain2Qwerty v2, a non-invasive brain-computer interface that can decode what someone is trying to type from brain activity. the privacy questions are obvious. but for people who can’t
Claire Zau
@clairejyz
Jul 6
NEW EPISODE: @Meta reads your brain with Brain2Qwerty. @AnthropicAI releases Claude Science, and Co-founder and Chairman of @arena Ion Stoica joins us. @istoica05 is the Berkeley professor behind an absurd run of systems that basically run modern AI: @ApacheSpark (the standard
00:00
Lightspeed
@lightspeedvp
Jul 6
NEW: Meta is turning brainwaves into text, as AI labs race to support scientific research. This week, @clairejyz and @Machiz are joined by @ionstoica05, co-founder and chairman of @arena, to break down Arena’s journey to $100M ARR in 8 months. They discuss the importance of
Claire Zau
@clairejyz
Jul 6
NEW EPISODE: @Meta reads your brain with Brain2Qwerty. @AnthropicAI releases Claude Science, and Co-founder and Chairman of @arena Ion Stoica joins us. @istoica05 is the Berkeley professor behind an absurd run of systems that basically run modern AI: @ApacheSpark (the standard
00:00
Lightspeed reposted
Ion Stoica
@istoica05
Jul 6
Thank you Claire Zau and Josh Machiz for having me on Lightspeed's new show, Lightwork, this week. We chat about Arena history and why benchmarks alone aren't enough today.
Lightspeed
@lightspeedvp
Jul 3
Can space data centers actually work? @guruchahal says the real bottleneck is not radiation or cooling, it’s launch cost. "We've been sending compute into space for 17+ years. Every satellite that is up in space is running a CPU, tapping into the sun's power, removing heat, and
00:00
53:37
Claire Zau
@clairejyz
Jun 29
NEW EPISODE: Midjourney’s body-scanning spa, ChatGPT slips below 50% market share, two big DeepMind departures @lightspeedvp Partner @guruchahal breaks down AI data centers, layer by layer, and where we see innovation happening 3:04 Midjourney Medical: A Spa That Scans Your