Эпизоды
-
This week, Claire and Josh break down Snap's $2,195 bet on life after the smartphone, Jeff Bezos stepping back into an operator seat with Prometheus, a new AI company that raised $18B to build AI for the physical world, and SpaceX closing the largest IPO in history before turning around and acquiring Cursor for $60 billion.
Lightspeed growth partner James Ephrati joins to walk through his observations on venture scale, including why the biggest companies seem to be compounding faster not slower, what he believes venture returns look like at the top, and where durable value can accrue when models, compute, and distribution consolidate under one roof.
Plus they share updates from the Lightspeed universe, including Chainguard's new industry coalition Athena and Abridge's first-ever keynote in New York.
0:00 Welcome to Lightwork
4:00 Snap Specs: A Computer For Your Face
8:05 Can Specs Be Both Wearable and Powerful?
12:12 Bezos's Prometheus Bets On Physical AI
15:02 AI as the Next Industrial Revolution
20:50 SpaceX IPO: The Largest IPO Ever
24:49 SpaceX Buys Cursor
30:23 Guest Interview: James Ephrati
30:39 James Ephrati on SpaceX's Historic IPO
32:39 Why Are Big Companies Compounding Faster?
36:25 How Does This Change Lightspeed's Investing Strategy?
37:51 Do Mega Companies Change Venture Returns?
40:38 How Should Founders Think About Venture?
43:19 Updates From The Lightspeed Universe
Stay In Touch:
Website: https://lsvp.com/
X: https://x.com/lightspeedvp
LinkedIn: / lightspeed-venture-partners
Instagram: / lightspeed
The content here does not constitute tax, legal, business or investment advice or an offer to provide such advice, should not be construed as advocating the purchase or sale of any security or investment or a recommendation of any company, and is not an offer, or solicitation of an offer, for the purchase or sale of any security or investment product. The views expressed by our guests do not necessarily represent the views of Lightspeed. For more details please see lsvp.com/legal.
-
Join us as Claire Zau and Josh Machiz discuss one of the most powerful AI model ever released to the public (now with brakes built in), Apple rebuilding Siri with help from Google's Gemini, and SpaceX opening for trading in the largest IPO in history. Plus a quiet milestone with loud implications, as AI agents now generate more web traffic than actual people.
Lightspeed co-founder Ravi Mhatre joins to talk founders, AI cycles, and what he looks for that typically won’t show up in a pitch deck. This week’s episode closes with three deals we believe are worth knowing. Beacon raised $225M to buy everyday software businesses and rebuild them with AI, Sandstone landed $30M to become the operating system for in-house legal teams, and A Security came out of stealth with $37M to take on weaponized AI.
Chapters
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
Stay In Touch:
Website: https://lsvp.com/
X: https://x.com/lightspeedvp
LinkedIn: / lightspeed-venture-partners
Instagram: / lightspeed
The content here does not constitute tax, legal, business or investment advice or an offer to provide such advice, should not be construed as advocating the purchase or sale of any security or investment or a recommendation of any company, and is not an offer, or solicitation of an offer, for the purchase or sale of any security or investment product. The views expressed by our guests do not necessarily represent the views of Lightspeed. For more details please see lsvp.com/legal.
-
Пропущенные эпизоды?
