The AI supercycle is accelerating, and with it, a fresh wave of opportunities in enterprise software and infrastructure. In just the last eighteen months, we’ve experienced: minutes replace days as AI-native coding copilots accelerate software delivery; algorithms surface drug leads and design novel materials once thought impossible; and professional-services workflows shed billable hours and scale with software-grade precision, unlocking trillion-dollar markets. These breakthroughs mark only the foothills of a much steeper climb.
At Lightspeed, we’ve spent 25 years helping founders navigate successive technology supercycles with the internet, cloud, mobile, and now AI. Enterprise is our heritage: we’ve invested more than $10 billion across ~400 enterprise companies, from early wins like Riverbed, MuleSoft, AppDynamics, Nutanix, and Nicira to today’s category leaders like Databricks, Cato Networks, Grafana, Rubrik, and Wiz.
A Partner for the Next Frontier
As venture capital matures, capital alone is no longer an edge. Founders need partners who combine technical depth with go-to-market insight, regulatory acumen, and operational support that endures from seed to IPO. While intelligence is the ultimate horizontal, building enduring companies in this era demands more than one-off checks.
That is why we’re thrilled to welcome Bucky Moore as the newest Partner at Lightspeed.
Bucky joins us after eleven years as a venture investor, the majority of which was spent at Kleiner Perkins. There, he led early investments in numerous companies, including Together AI, Teleport, Labelbox, Browserbase, and co-invested with Lightspeed on multiple occasions, including Nexthop, Cartesia, and Materialize. Bucky has also angel invested in a number of standout companies, including Windsurf, Modal, and Pinecone.
Founders know Bucky for his deep curiosity, unwavering commitment to their vision, and fierce desire to win.
Shaping the Core: AI, Infrastructure, and Cybersecurity
At Lightspeed, Bucky will help lead our enterprise investing efforts, with a primary focus on AI, infrastructure, and cybersecurity. He will work with the next generation of enterprise founders at the earliest stages and continue to lend his expertise in helping them build enduring, iconic companies.
If you’re an early-stage enterprise founder working in these areas, Bucky would love to hear from you. Reach him at bucky@lsvp.com.
We couldn’t be more excited to have Bucky aboard as we continue backing the builders shaping the future of enterprise software.
The content here should not be viewed as investment advice, nor does it constitute an offer to sell, or a solicitation of an offer to buy, any securities. Certain statements herein are the opinions and beliefs of Lightspeed; other market participants could take different views.
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