Claire Zau
@clairejyz • 6,482 subscribers
partner @lightspeedvp, prev @gsvventures @stanford @penngse 📚👩🏻💻🚀
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I'm beyond excited to announce that I’m joining Lightspeed as a Partner on the early-stage investing team and helping to build everything they're doing in new media. I've spent the last six years investing in early-stage companies, and the last year building a media platform in parallel. What started as a side quest has reached 350,000+ followers and millions of viewers a month. For me, investing and storytelling have always been two halves of the same job. This work has put me in rooms with incredible founders, researchers, and operators - many of whom have become close friends, collaborators, and early stage bets. There's so much happening at the frontier right now, and the media platform has given me a way to be in those conversations early (and to bring the people I admire most into a wider audience). When Lightspeed reached out, we saw the same opportunity. Venture and media are converging, and the next generation of great firms will need to show up differently: reaching founders and builders before they've even started a company, and being the place where people first get excited about what's happening in tech. With more than $50 billion in AUM, Lightspeed has been building alongside founders at the frontier of technology for decades. It's a firm I've admired for years since I started investing - for its intellectual rigor, its long-term conviction, and the way it approaches company building. I’m excited to join a team that brings real depth and substance to its work, and I hope to bring that same ethos to everything I put out. Thank you to Ravi Mhatre, Bejul Somaia , and Josh Machiz for believing in this vision and trusting me to help build it. I’m so excited to see what we do together. If you're an early-stage founder, building or thinking about starting something, or just curious about this ecosystem - please reach out. My DMs are open and I’d love to chat!
Claire Zau379,549 views • 2 months ago
What actually goes into a data center? Guru Chahal🇺🇸 whiteboards the entire stack - across land, power, cooling, storage, networking, compute - and shares where we're seeing the most interesting innovation + startup opportunities → Base Power: virtual power plants from residential batteries → Periodic Labs: using AI to discover new materials - ones that run cooler, conduct better, and waste less power → Nexthop AI: network switches that are 10–15% more power efficient than what's on the market → Unconventional AI: AI chips modeled after how the human brain works, targeting 100–1,000x better power efficiency → Ricursive Intelligence: AI to design chips. Today a first chip costs $100M and takes 2–3 years. They want to build in months, at a fraction of the cost → better materials → cheaper experiments → more chip designs → more efficient chips → less power → and what happens when you package all of this into a satellite and put it in orbit 🚀 As trillions of dollars of infrastructure flow into building the "AI factory", every layer of the intelligence economy is being rebuilt at once. Who are we missing? We'd love to meet if you are building somewhere on this stack.
Claire Zau40,969 views • 11 days ago
NEW EPISODE: More than 1,000 researchers want to pace the frontier, the financing structure behind OpenAI and Meta’s new data centers, and the debate around AI wearables. Joe Diamond (CEO of Axonius) breaks down the growing trend of “Shadow AI”: why nobody can account for how many AI agents are actually running inside the company and the risks at scale. 0:00 Pacing The Frontier 9:15 The $500B Nvidia OpenAI Superintelligence Land Grab 14:00 Compute As A New Asset Class 18:30 Nvidia x SSI 22:00 Granola Comes To The Apple Watch 26:45 Session-Based vs Ambient Recording 31:30 Axonius CEO: What Is Asset Intelligence? 45:00 Joe Diamond from CMO To CEO In Two Years 51:00 What Securing An Org Could Look Like In 5-10 Years 59:00 Three New Deals: Andera, CuspAI, Harmony FULL EPISODE BELOW Josh Machiz Lightspeed
Claire Zau16,478 views • 7 days ago
Beyond excited to announce that Lightwork is officially live! 🚀 Every week, Josh Machiz and I are sitting with guests and experts across the ecosystem to make sense of all the noise. This is our place to think out loud together, learn, and externalize all of the incredible things happening in this space right now. We couldn't think of a better person to kick things off with than Ravi Mhatre New episode every week - we hope you enjoy and can't wait to hear what you think! Full YT link below
Claire Zau13,948 views • 1 month ago
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