Lightspeed

Exploring the impact of AI

Our Lightspeed newsletter has a new look and feel. Welcome. Within, you’ll find the latest firm news and our collective perspective on the current state and future of our industry.

At Lightspeed, we’ve been investors as well as close observers of AI over the last decade — active participants in helping leading researchers turn their ideas into groundbreaking startups.

We recently identified the most influential AI research papers of the past 15 years, tracing how they reverberate in the startup world today, in the form of scientists who’ve become founders and institutions that have turned into hubs of the new AI ecosystem. Take a read of our point of view on how this research has propelled AI to its current prominence.

Lightspeed powered

ON “AI”

Research To Reality
AI

Research To Reality

The Evolution of the New AI Ecosystem

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AI Enterprise Market Map: Cutting through the hype
AI

AI Enterprise Market Map: Cutting through the hype

Technology adoption is inherently cyclical, and no technology has gone through more up-and-down cycles than artificial intelligence. After enduring multiple long AI winters, the technology is now enjoying a red hot summer that shows no sign of cooling.

Read more
Generative Now
AI

Generative Now

Generative Now is a podcast from Lightspeed dedicated to highlighting the stories, strategies and insights behind today's most exciting AI companies. Host Michael Mignano, Partner at Lightspeed and Co-Founder of Anchor, speaks with Founders, Engineers, Designers and other leaders that are leveraging AI to take their products to new heights.

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The gross margin imperative in the age of AI
AI

The gross margin imperative in the age of AI

We’ve been incredibly excited at Lightspeed about the impact AI will have on application software. We've shared our thoughts on the next generation of software companies building end-to-end automation as part of our SaaS 4.0 framework.

Read more
AI Enterprise Market Map: Cutting through the hype
AI

AI Enterprise Market Map: Cutting through the hype

Technology adoption is inherently cyclical, and no technology has gone through more up-and-down cycles than artificial intelligence. After enduring multiple long AI winters, the technology is now enjoying a red hot summer that shows no sign of cooling.

Read more
Generative Now
AI

Generative Now

Generative Now is a podcast from Lightspeed dedicated to highlighting the stories, strategies and insights behind today's most exciting AI companies. Host Michael Mignano, Partner at Lightspeed and Co-Founder of Anchor, speaks with Founders, Engineers, Designers and other leaders that are leveraging AI to take their products to new heights.

Read more
The gross margin imperative in the age of AI
AI

The gross margin imperative in the age of AI

We’ve been incredibly excited at Lightspeed about the impact AI will have on application software. We've shared our thoughts on the next generation of software companies building end-to-end automation as part of our SaaS 4.0 framework.

Read more
AI Enterprise Market Map: Cutting through the hype
AI

AI Enterprise Market Map: Cutting through the hype

Technology adoption is inherently cyclical, and no technology has gone through more up-and-down cycles than artificial intelligence. After enduring multiple long AI winters, the technology is now enjoying a red hot summer that shows no sign of cooling.

Read more
Generative Now
AI

Generative Now

Generative Now is a podcast from Lightspeed dedicated to highlighting the stories, strategies and insights behind today's most exciting AI companies. Host Michael Mignano, Partner at Lightspeed and Co-Founder of Anchor, speaks with Founders, Engineers, Designers and other leaders that are leveraging AI to take their products to new heights.

Read more
The gross margin imperative in the age of AI
AI

The gross margin imperative in the age of AI

We’ve been incredibly excited at Lightspeed about the impact AI will have on application software. We've shared our thoughts on the next generation of software companies building end-to-end automation as part of our SaaS 4.0 framework.

Read more

Founder Spotlight

Glean

Lightspeed and Glean Team Up to Revolutionize Work AI: Simplifying Search, Collaboration, and Productivity

We’ve been fortunate at Lightspeed to know and work with Glean Co-Founder and CEO Arvind Jain for more than two decades and have been long-time believers in his vision for Glean. Glean's intuitive search capabilities streamline how teams access information, uncover insights, and connect with colleagues. By integrating seamlessly across workplace apps, Glean transforms productivity, making it easier to manage projects, find data, and stay organized, all in one place.

WATCH
Vestwell

Building with Vestwell: Revolutionizing Retirement and Benefits

Vestwell is rethinking the modern day retirement stack to close the American savings gap. Their cloud-based platform simplifies the administration of retirement programs like 401(k)s and pensions, making it accessible for businesses of all sizes. Since 2016, Aaron Schumm, Founder and CEO of Lightspeed-backed Vestwell, and his team are making a real impact by offering people easy access to quality savings tools and technology, and Lightspeed is proud to lead the company's $125M Series D funding, driving innovation in retirement management.

WATCH
Redpanda

Lightspeed and Redpanda Partner to Transform Streaming Data Infrastructure

The team at Lightspeed-backed Redpanda had a busy summer with the release of Sovereign AI, a platform that allows organizations to run state-of-the-art AI models directly within their own infrastructure. This release is progress toward their goal of helping companies build the future through AI innovation and beyond. We recently caught up with Founder & CEO Alexander Gallego who shares that his obsession with building large-scale systems started from a young age, ultimately leading him to where he is today. The recent updates to their platform shows their commitment to building a future that provides advanced, secure, and efficient data solutions for businesses.

WATCH
Pika

Pika, the innovative platform transforming video creation with AI

Lightspeed-backed Pika is using AI to change the creative industry for good – making it even easier for creators to be more efficient and bring ideas to life using their advanced AI video model. While video tools are abundant, the ability to create professional grade films or animation is out of reach for most. Pika's changing that. Listen to Co-Founder and CEO Demi Guo share the inspiration behind building Pika and her belief in AI's potential.

WATCH

Highlights

FOUNDER STORIES,
PARTNER PERSPECTIVES,
AND INDUSTRY INSIGHTS.

Skild is bringing Generative AI to the real world
Enterprise

Skild is bringing Generative AI to the real world

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The Future of Observability
Enterprise

The Future of Observability

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Mistral team on their Series B financing round of ​​€600 million
AI

Mistral team on their Series B financing round of ​​€600 million

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Investing in Chainguard: The Safe Source for Open Source
Enterprise

Investing in Chainguard: The Safe Source for Open Source

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The Future of Observability
Enterprise

The Future of Observability

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Mistral team on their Series B financing round of ​​€600 million
AI

Mistral team on their Series B financing round of ​​€600 million

Read more
Investing in Chainguard: The Safe Source for Open Source
Enterprise

Investing in Chainguard: The Safe Source for Open Source

Read more
The Future of Observability
Enterprise

The Future of Observability

Read more
Mistral team on their Series B financing round of ​​€600 million
AI

Mistral team on their Series B financing round of ​​€600 million

Read more
Investing in Chainguard: The Safe Source for Open Source
Enterprise

Investing in Chainguard: The Safe Source for Open Source

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EXPLORING THE MINDSOF VENTURE

Highlights from Lightspeed Velocity NYC 2024
#GenNYC

Highlights from Lightspeed Velocity NYC 2024

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Highlights from #GenNYC: PyTorch Co-Founder on The Evolution of PyTorch, celebrity attention for OpenAI, and the Future of the AI Race
#GenNYC

Highlights from #GenNYC: PyTorch Co-Founder on The Evolution of PyTorch, celebrity attention for OpenAI, and the Future of the AI Race

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Highlights from #GenLA featuring insights from Discord and Linktree
#GenLA

Highlights from #GenLA featuring insights from Discord and Linktree

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