Lightspeed
@lightspeedvp • 92,409 subscribers
Serving bold builders of the future. Not an offer to buy/sell securities or investment advisory services. Disclosures: https://t.co/NqUCVhdnhA
Videos
A 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 Claire Zau and Josh Machiz breaking down some of the latest news in AI. This week centered on a number of topics, most notably SpaceX’s massive $1.7T IPO, the largest in history. Claire and Josh analyzed one of the most powerful AI model ever released (now with brakes built in), Apple rebuilding Siri with help from Google's Gemini, and a quiet milestone with loud implications, as AI agents now generate more web traffic than actual people. Lightspeed Co-Founder & Managing Director Ravi Mhatre joined them to talk founders, AI cycles, and what he looks for that typically won’t show up in a pitch deck. Claire and Josh also highlighted some notable deals from this past week, spotlighting Beacon Software, Sandstone, and A Security. Watch the full episode below. Episode two coming June 22nd. 0:00 Welcome to Lightwork 3:30 This Week in AI & Tech Headlines 4:15 Claude Fable 5 Release 13:33 SpaceX: The Largest IPO in History 23:14 Apple's AI Reset at WWDC 30:39 Agent Traffic Passes Humans Online 40:45 Guest Interview: Lightspeed Co-Founder Ravi Mhatre 41:50 What Success Looks Like In A Founder? 44:29 Picking Winners On An Exponential Curve 48:44 Enterprise Trust Is The Moat 52:10 What Still Excites Him After 30 Years 53:43 Ravi on Lightspeed Entering New Media 56:37 Deal Breakdowns 58:47 Final Thoughts and What's Coming Next
Lightspeed35,538 次观看 • 7 天前
Stablecoins are looking to be the future of money; the infrastructure just needs to catch up. In this episode of The Investment Memo, Aaron Frank sits down with farooq 🌧 and Charles Yoo-Naut (🌧️,🌧️), Co-Founders of Rain, to discuss building the payments infrastructure that connects stablecoins to the real world. The Highlights: • Why central banks and users already treat stablecoins as money, even when the rails don't support it yet. • How Rain went from a side project solving ACH pain to becoming the card issuance platform powering Stablecoin payments globally. • Building in a greenfield space with no playbook, where regulations are evolving and every feature requires first principles thinking. • Maintaining velocity through acquisitions, staying lean until product-market fit, and hiring for agency over credentials. Huge congratulations to the entire Rain team on raising $250M! 0:00 Welcome, Farooq Malik and Charles Yoo-Naut! 1:40 How the Rain Founders Met 3:41 Early "Aha" Moments 6:19 From Sign & Wire to Building Rain 9:07 Connecting Stablecoins to Card Networks 13:07 Navigating Regulation and the First Card Issuance 15:08 What Rain Looks Like Today 16:34 Adoption Beyond Crypto-Native Companies 17:14 Unexpected Customer Use Cases 18:44 Building Fintech Without a Playbook 20:44 The Long-Term Vision 22:28 Co-Founder Dynamics 25:03 Hiring for High Agency and Low Ego 26:43 Executing Successful Acquisitions Early 29:40 What Makes a Great Partnership for Rain 31:48 Choosing the Right Investment Partners 33:26 Staying Aligned as Co-Founders 36:40 Lessons Learned Looking Back to 2022 39:20 Advice for First-Time Founders 41:59 Finding Advisors Who Give Honest Feedback
Lightspeed28,089 次观看 • 4 个月前
We co-led Inferact's $150M seed round to support them in their mission to build the inference engine for all current and future AI. In this episode of The Investment Memo, Lightspeed's Bucky Moore and James Alcorn sit down with Simon Mo (Co-Founder & CEO Inferact) to cover: - How vLLM grew to 60K+ GitHub stars - Why inference is shifting to the majority of compute - How vLLM evolved from a research project into the industry standard - Why building a company was the next step to push open-source inference forward 00:00 Introduction 02:03 The investment memo 04:47 Latency vs throughput vs cost 06:19 Paged attention explained 08:04 The evolution of attention 09:42 Growing the vLLM open source community 11:41 Working with hardware vendors 14:45 Deploying vLLM at large scale 16:03 Inferact's culture of openness 18:45 Building an open ecosystem and horizontal stack 19:45 Inferact's approach to fundraising 22:14 What is the future of inference? Simon Mo Bucky Moore James Alcorn
Lightspeed27,040 次观看 • 5 个月前
.Garry Tan on the future of YC: “YC is like Airbnb. It’s a two-sided marketplace.” “I need to grow YC so that we can have more startup founders and more success in the world.” “Venture can and should be 10 times bigger than it is now.” From the latest episode of Out of Office. Michael Mignano Y Combinator
Lightspeed21,870 次观看 • 4 个月前
Lightspeed's Ravi Mhatre on why trust is the unlock for AI adoption: "When AI moves from being a tool to truly being a digital co-worker, people will not do it unless they have confidence that the systems are auditable, observable, and aligned." Anthropic launched Claude Code and in six months, revenues grew from zero to a billion dollars. Ravi says: "That's a testament to the fact that if you trust AI will do the work properly, you will see rapid adoption because the productivity benefits are so great." Ravi Mhatre via CNBC
Lightspeed11,782 次观看 • 4 个月前
Visualize technology as an escalator; a steady constant, always carrying us upward into the future. And then, every now and again, something avant-garde emerges, a massive step-function change that thrusts us into the next cycle of technology. A moment that will be remembered for many years to come. To all of us at Lightspeed, Anthropic represents that structural reset. Cc: Ravi Mhatre, Guru Chahal🇺🇸, and Sebastian Duesterhoff
Lightspeed11,013 次观看 • 4 个月前
In this era of rapid tech advancements, society is leveraging automation and robotics to enhance our quality of life. At Extropic, Co-Founder and CEO Gill Verdon uses his deep knowledge of physics and thermodynamics to reinvent how computing and algorithms can shape societal growth.
Lightspeed16,704 次观看 • 1 年前
Check it out—The 2025 Game Changers in Times Square! Thank you to Nasdaq for congratulating the winners on the big screen: Bitmagic, Brilliant Labs, Cartwheel, Cosmic Lounge, Eggscape, ego, emptyvessel, Giant Skull, k-ID, Layer, @LudeoGG, Look North World, mudstack, Noodle Cat Games | Cloudheim OUT NOW! 🪽, Pok Pok, @PraktikaEnglish, @PlayOnRay, Regression Games, Sloyd, Stoke Games, Superbloom, @PlayRunLegends, Womp, Everbloom, and yellow3d. Cc Moritz Baier-Lentz, Dean Takahashi, GamesBeat
Lightspeed12,151 次观看 • 1 年前
没有更多内容可加载