Truly transformative technologies build new markets, upend existing ones, and impact every aspect of how we live, work, and play. At Lightspeed, we’ve been fortunate to have witnessed and participated in the rise of multiple transformative technologies over the last 25 years – from the rise of the internet to the rise of mobile, and now the rise of AI – specifically generative AI.
These transformative cycles are both powerful and chaotic at the same time. And yet, we’ve seen incredible Founders time and again connect the dots between the emergence of a technical innovation and the massive opportunity it unlocks. This happens up and down the stack, across sectors and geographies. A similar narrative is playing out in AI right now. We have been working with extraordinary companies building AI-native applications across sectors, such as enterprise SaaS, robotics, consumer, healthcare, and fintech, as well as engineering the underlying infrastructure to help develop and run AI-based applications. The following image highlights some of these amazing teams, and the sector they are building in. You can also read more about each teams’ ambitious vision for the future on our companies page.
