Lightspeed Newsletter, Spring 2025 Edition

Fresh off our announcement of Anthropic's $3.5 Billion Series E round, we're bringing you a newsletter that's packed with new perspectives, stories of game-changing founders, and the latest updates from our global team. Dig in to learn about latest portfolio company exits, our big bet on the next wave of AI, a deep dive into generative virtual worlds, an incredible founder transforming healthcare as we know it, our inaugural conference on stablecoins with Refract Ventures, and much more.

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Too often VC only scratches the surface. Continually consuming until there’s a basic understanding of everything, and expertise in nothing. Lightspeed takes a different approach.

Depth is our center of gravity. It’s how we build and maintain a mastery that enables unwavering conviction in the companies we back.

Our depth of commitment means rolling up our sleeves to earn our seat at the table. Depth of relationships means authenticity, transparency and trust. And depth of belief means navigating the peaks and valleys together, regardless of how the terrain unfolds.

Complete immersion is the heart of our philosophy on investing and we believe what separates us from speculators and opportunists. Creating together instead of funding from afar. Forging enduring companies with the power of one global team.

Because possibility grows the deeper you go.

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Smart founders deserve a partner who can go beyond the surface. A partner who understands what you are building and why. Learn how Lightspeed goes deeper for our founders.