Lightspeed Venture Partners, every mention
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every year anyone Harry Stebbings 207Nicole Quinn 13Mike Mignano 13John Vrionis 9Barry Eggers 9Rory O'Driscoll 8Alex Taussig 7Semil Shah 5Jeremy Liew 4Bucky Moore 4
Verbatim, from the transcripts: the passages where Lightspeed Venture Partners comes up
Will Open-Source Threaten Anthropic's Business & Do Margins Matter in a World of AI | Matt Murphy
- ▶ 40:24 Harry Stebbings And is the future of venture not much bigger platforms like GC and Lightspeed and all the big names we know so well?
- ▶ 1:00:36 Matt Murphy Lightspeed, uh, you know, Thrive, you know, folks like that, that we, you know, you know, partner with a lot and even Sequoia and Andreessen.
Should the US Ban Chinese Open-Source Models | OpenRouter's Chance To Sell | Stripe Buying PayPal
- ▶ 31:56 Harry Stebbings Uh, Nvidia, Lightspeed, 20 VC, amazing firms, um,
Zuckerberg Back on X Challenging Codex & Claude Code | SK Hynix’s $26BN IPO · 20VC with Harry Stebbings
- ▶ 1:23:53 Harry Stebbings You can be Andreessen, you can be Lightspeed, you can be GC, you can be Thrive, where you are building a multi, multi-billion dollar platform, or you can be a Maritech, a Greylock, a Menlo, where you are maybe not building that platform to…
Why Now is the Time for the App Layer | Why Startups Should be TokenMaxxing | Mike Mignano, USV · 20VC with Harry Stebbings
- ▶ 5:12 Harry Stebbings So, speaking of being on the extremes and constraints, you know, Lightspeed is a cash-constrained world to be in. 2 times in the scene
- ▶ 37:16 Harry Stebbings Can I ask you, do you see different deals at USV to the types you saw at Lightspeed? 3 times in the scene
- ▶ 38:48 Mike Mignano Um, you know, I, I'm, as you know, like I, I partnered closely with, uh, Granola when I was at Lightspeed, Suno as well.
- ▶ 51:25 Mike Mignano You know, one of my former partners, uh, Jeremy Liu at Lightspeed,
- ▶ 59:14 Mike Mignano So one company that I would have loved to invest in a long time ago, which we didn't at Lightspeed, we met them a few times, um, and I think we could never really wrap our head around, um,
- ▶ 1:04:33 Mike Mignano Um, I was really fortunate at Lightspeed to, uh, collaborate closely with, uh, Nat Friedman and Daniel Gross before they, they went over to Meta, and 3 times in the scene
DeepSeek Raises at $50B | The Rise of Open Source vs OpenAI & Anthropic | OpenAI Builds Own Chip · 20VC with Harry Stebbings
- ▶ 53:10 Harry Stebbings They'll deliver billions and billions of dollars back in the wake of Thrive and GC and Lightspeed.
OpenAI & SpaceX S1 Drops | Layoffs at Cloudflare & ClickUp | OpenRouter & Polsia Raise Mega Rounds · 20VC with Harry Stebbings
- ▶ 1:14:33 unnamed speaker Pushing on that a little, because first of all, you've got to give huge credit then to Lightspeed for doing the seed in EXA.
Why Margins Don't Matter for Early-Stage Startups | Gili Raanan · 20VC with Harry Stebbings
- ▶ 2:55 Gili Raanan Greylock, Lightspeed, I probably, you know, that number of players is, is super small, and, and if you look at all amount of money that's flowing into the markets, uh, right now and for the past few years, no, I don't think it's going to…
"Cursor is Dead" is Total BS: Here is Why | Miles Clements · 20VC with Harry Stebbings
- ▶ 47:57 Harry Stebbings When you look at a Lightspeed and Jeremy Liu selling with Snap, um, they were very wise to get out of it.
Mitchell Green: Why 50% of VCs Should Not Exist · 20VC with Harry Stebbings
- ▶ 12:44 Mitchell Green Like, us and Lightspeed were the first two investors.
The SaaS Apocalypse: Who Lives & Who Dies | Insight Partners Co-Founder, Jerry Murdock · 20VC with Harry Stebbings
- ▶ 49:32 Harry Stebbings We have the mega platforms of GC and Lightspeed.
Insights from Coatue's Growth Investor Lucas Swisher · 20VC with Harry Stebbings
- ▶ 7:03 Harry Stebbings Previously, public entities, you know, working on BIPs to shifting to two and 20 and respectfully your co-tos and your GCs and lightspeeds of the world ballooning fund sizes.
Thrive Raises New $10B Fund | OpenAI Buys OpenClaw | Stripe at $140B: Is Adyen Wildly Undervalued? · 20VC with Harry Stebbings
- ▶ 1:10:13 Harry Stebbings Like, are Lightspeed and GC going to come out with 20?
- ▶ 1:14:58 Rory O'Driscoll Of the decision making is about, you know, do you, in Lightspeed's case, brilliantly lead the sixty billion pre-rounded on Tropic, and it's not about do you put ten million into this early stage founder? 4 times in the scene
Oren Zeev: Why AI Growth Expectations Are BS & Won't Last? Why GPs Shouldn't Tell LPs Their Strategy
- ▶ 33:25 Harry Stebbings You either need to be really fricking big, a la Andreessen, general catalyst, light speed, a wall of money, or you need to be a real craftsman and boutique. 2 times in the scene
Anthropic Inference Costs Skyrocket |TikTok Deal Closes |The IPO Market:Wealthfront & EquipmentShare · 20VC with Harry Stebbings
- ▶ 17:26 Jason Lemkin Why isn't Andreessen in Sequoia and Lightspeed in this deal?
Anthropic’s $10B Raise | a16z’s $15B Fund: Is the Middle Dead in VC? | How OpenAI Could Go to Zero? · 20VC with Harry Stebbings
- ▶ 44:07 unnamed speaker Like Lightspeed do a really good job of that.
Will Cursor Kill Figma? Lightspeed Raises $9B & OpenAI’s $1B from Disney & #1 App in App Store · 20VC with Harry Stebbings
- ▶ 1:20 Harry Stebbings Lightspeed raises nine billion dollars across six funds. 7 times in the scene
- ▶ 8:24 Jason Calacanis The fact that the VCs are able to keep this for themselves, of course, light speed should raise nine billion because the public markets aren't getting this.
Peter Thiel and Softbank Sell NVIDIA - Why? & Why VC Will Hit $1TRN and The Opening of Retail · 20VC with Harry Stebbings
- ▶ 36:32 unnamed speaker You're right, it's the Bessimus, China, Lightspeed led, I think, the ramp round.
Michael Burry Shorts NVIDIA and Palantir & Has Defensibility Died in a World of AI? · 20VC with Harry Stebbings
- ▶ 4:59 Harry Stebbings To me, I think it's like a specialization in leadership that's kind of correlated to actually the winners and losers in venture in the next 10 years, and I think the winners are Walmart, which is your mega platforms, it's your Thrive, it's…
- ▶ 1:15:15 unnamed speaker If you talk about someone like Lightspeed, they've kept their ownership in the van and gotten a five X, but on two hundred and fifty million dollars.
Benchmark's GP, Everett Randle on Why Mega Funds Will Not Produce Good Returns · 20VC with Harry Stebbings
- ▶ 59:14 Everett Randle Uh, you have the mega funds like Lightspeed and GC doing their thing. 3 times in the scene
Is a $4.5BN Exit Enough in VC? & Harvey Raises $150M & Why Google is a Buy and Amazon is a Sell · 20VC with Harry Stebbings
- ▶ 5:50 Harry Stebbings Lightspeed, two hundred and fifty seven million to a billion.
- ▶ 15:30 Rory O'Driscoll And I think the other interesting thing just about the Nirvana, just to make it is that, well, really interesting, you cited the numbers for, you know, amazing numbers for Lightspeed, Auron, all those guys. 3 times in the scene
OpenAI Restructuring: Who Wins and Who Loses & Mercor Raises $350M at a $10BN Valuation · 20VC with Harry Stebbings
- ▶ 16:38 Harry Stebbings And Lightspeed and the mega platforms raising like this?
Why VC Today is Worse than 2021 · 20VC with Harry Stebbings
- ▶ 4:23 Harry Stebbings If you're at a Thrive or you're at a GC or you're at a Lightspeed.
Thinking Machines Co-Founder Joins Meta for $3.5BN, Industry Venture's $665M Acquisition · 20VC with Harry Stebbings
- ▶ 57:47 Harry Stebbings But what struck me, though, was, you know, I've interviewed, ah, Hermont at DST, I've interviewed, sorry, Hermont at GC, I've interviewed the team at Lightspeed, I know the team at DST, and they've taken the completely opposite approach…
General Catalyst CEO, Hemant Taneja: Lessons Scaling GC to $40BN in AUM · 20VC with Harry Stebbings
- ▶ 1:22:12 Hemant Taneja You know, our friends at Lightspeed did a great job in AI, for example. 2 times in the scene
Anthropic Raises $13BN & OpenAI Buys Statsig for $1.1BN All Stock · 20VC with Harry Stebbings
- ▶ 33:01 unnamed speaker I think with Lightspeed earlier this year to today, and at least some of that
Anthropic's $10B Round, Klarna's IPO, Inside a16z's 72 Deal Seed Investment Machine ft. Marc Benioff · 20VC with Harry Stebbings
BVP Partner, Byron Deeter: The Future of Venture - Why Chanel vs Walmart is BS · 20VC with Harry Stebbings
- ▶ 58:26 Harry Stebbings We're seeing Lightspeed.
Miles Dieffenbach: Inside Carnegie Mellon’s $4BN Endowment & The Math Behind DPI, TVPI, Illiquidity · 20VC with Harry Stebbings
- ▶ 43:51 Harry Stebbings When you're GC, Lightspeed, um, SoftBank,
Figma’s IPO: The Full Breakdown & Why Melio’s $2.5BN Acquisition is “Discouraging” · 20VC with Harry Stebbings
- ▶ 15:11 Rory O'Driscoll There was a down round in FedEx, like six or seven rounds in, and I think Weisbeck and Greer, which is the antecedent of Lightspeed, played pretty aggressively there and made out like bandits.
KKR's Head of European PE, Philipp Freise: Do Andreessen & General Catalyst Scare KKR? · 20VC with Harry Stebbings
- ▶ 1:03:24 Harry Stebbings Now you have Andreessen's, your Lightspeed's, your General Catalyst, just eating the financial stack.
Larry Aschebrook, Founder & MP @GSquared: How We Lost Money on Uber and Made Millions on Lyft · 20VC with Harry Stebbings
- ▶ 46:02 unnamed speaker We're partnering with the super savvy investors and the Lightspeeds and the Dragoneers and the DSTs of the world.
Rippling vs. Deel Lawsuit: WTF Happens Now? The Future of the Late Stage Private Market · 20VC with Harry Stebbings
- ▶ 33:48 Harry Stebbings But if the top end of the power law is so much larger than it was previously, which I think we'll all agree will be that way in 10 years' time, 20, 35, are we wrongly negative on the size of Lightspeed, General Catalyst, you name your mega…
OpenAI, SBF & Perplexity: What VCs Know That You Don’t · 20VC with Harry Stebbings
- ▶ 5:22 Harry Stebbings Because when we don't, Lightspeed, GC, Sequoia do.
- ▶ 25:20 Harry Stebbings Is it a workaround that Lightspeed, GC, others go, hey, this is something that we should be doing as well, or is it unique to go to, do you think? 2 times in the scene
Benchmark vs a16z: Why Stage Specific Firms Win · 20VC with Harry Stebbings
- ▶ 10:57 Harry Stebbings But fundamentally, we see the shift from public markets and IPOs to private markets with mega funds like Lightspeed, GC, Thrive, you name it.
- ▶ 18:57 Harry Stebbings Neil Mater doing the, the seed and the pre-seed for WindSurf, Sequoia, Lightspeed, General Catalyst, do more pre-seeds than anything.
Bucky Moore @ Lightspeed Venture Partners: Why You Cannot Do VC If You Do Not Do Pre-Seed · 20VC with Harry Stebbings
- ▶ 1:04 Bucky Moore So the big news is today I am officially announcing that I've joined Lightspeed Venture Partners as a partner. 2 times in the scene
- ▶ 1:44 Harry Stebbings I want to start on like, Lightspeed are one of few firms that in the nicest way are walls of money. 4 times in the scene
- ▶ 9:43 Bucky Moore Um, I think it's a little harder for me to speak about kind of how we do things at light speed in that sense.
- ▶ 12:19 Harry Stebbings But he's basically very smart in saying to me, hey, we've seen this fundamental transition of, like, capital supply from your, uh, very, very large Franklin Templeton's, you name it, to Thrive and to Lightspeed.
- ▶ 34:49 Harry Stebbings You're now at light speed.
- ▶ 35:45 Bucky Moore I think ultimately it's really hard when there's so many founders that are coming in your door, which many firms, you know, like Lightspeed or Kleiner Perkins have the luxury of, of, of experiencing.
- ▶ 59:56 Harry Stebbings Like Lightspeed.
- ▶ 1:02:36 Harry Stebbings When you look forward 10 years, where do you want you and Lightspeed to be? 3 times in the scene
How LP Deployment to Venture Will Change in 2025 & Are Endowment Funds in Trouble? · 20VC with Harry Stebbings
- ▶ 30:39 Harry Stebbings Do you, do you think you suffer from the barbell respectfully route, which is exactly that you want to put money in the sub a hundred young new firm or the platform play with multiple billions and GC Lightspeed Andreessen's?
a16z's $20BN Fund & Founders Fund's $4.6BN & Why Josh Kushner Has Mastered the Game · 20VC with Harry Stebbings
- ▶ 24:46 Harry Stebbings Lightspeed, I don't know how many billion dollars they have.
- ▶ 54:46 Harry Stebbings Let's go to Lightspeed.
Tom Hulme & Stan Boland: Lessons from Jensen Huang & How to Fix the UK Tech Ecosystem · 20VC with Harry Stebbings
- ▶ 13:17 Harry Stebbings I'm seeing every day the most inflated prices, and it's just because you see this concentration of capital to obviously good people like your word, Wes, where you can get a five on 35, and then light speed and general catalyst come in, and…
Hussein Kanji, Founder @Hoxton Ventures: Why AI Means London Can Compete with the US | E1248 · 20VC with Harry Stebbings
- ▶ 46:42 Hussein Kanji Nordzone came in, Lightspeed came in, et cetera, and the round became 30.
Mamoon Hamid: AI - Where Value Accrues, Startups vs Incumbents & Scaling Laws | E1217 · 20VC with Harry Stebbings
- ▶ 21:01 Harry Stebbings Tiger, KOTU, Andreessen, General Catalyst, Lightspeed, Sequoia now.
- ▶ 41:46 Mamoon Hamid Uh, we, we did it, uh, as a co-led it with Lightspeed at 35 post.
David Frankel, MP @Founder Collective: Investing Lessons from Seeding Coupang, Pillpack & Suno|E1214 · 20VC with Harry Stebbings
- ▶ 1:18:48 Harry Stebbings You need to know that it's Alex Towsing of Lightspeed.
David Schneider: Why the Worst VCs are "Seagull VCs" & VC Value Add - Is it Real? | E1200 · 20VC with Harry Stebbings
- ▶ 47:45 David Schneider You know, there was a specific situation where it was a light speed earlier stage company.
Saam Motamedi: Why Series B Won’t Make Money & Why $1M ARR is a BS Milestone for Series A | E1177 · 20VC with Harry Stebbings
- ▶ 36:58 Saam Motamedi I'm on a board with Ravi at Lightspeed, who I think is excellent.
Arthur Mensch: Open vs Closed - Who Wins and Mistral's Position | E1146 · 20VC with Harry Stebbings
- ▶ 32:24 Harry Stebbings And I spoke to Paul at light speed before, and he was mentioning to me bluntly, how much less capital you've raised compared to a lot of your competitors, most obviously open AI and anthropic.
David Clark: Lessons from 32 Years of Fund Investing - Why Exits Will Be Larger | E1131 · 20VC with Harry Stebbings
- ▶ 10:36 Harry Stebbings But if the fund sizes are so large, you know, we're seeing, I, I, I do know names, but I'm not saying anything about their performance, but your Andreessen's, your GC's, your Lightspeed's, your any of the big firm brand names, they're…
Roger Ehrenberg: Why VC Returns Will Get Worse & Why LP Incentive Structures are so Broken | E1117 · 20VC with Harry Stebbings
- ▶ 28:15 Harry Stebbings I mean, I'm thinking of Lightspeed, you mentioned, you know, NEA there, you mentioned Insight.
Thomas Plantenga & Alex Taussig: Vinted CEO's Ultimate Guide to Scaling Marketplaces | E1114 · 20VC with Harry Stebbings
- ▶ 5:16 Alex Taussig This, this was, this was pre light speed, uh, investing.
- ▶ 8:48 Alex Taussig So we had actually at the time, um, we had a number of partners at Lightspeed who had, 2 times in the scene
- ▶ 38:11 Alex Taussig and I can talk about in general, because we have a lot of companies at Lightspeed where we have to make this judgment.
- ▶ 48:20 Alex Taussig But there, at Lightspeed, when we think about addressable market, we don't really think about it in dollars first.
- ▶ 54:43 Harry Stebbings I think you have a nicer view of the regulation environment than me, uh, but, uh, I'm gonna just hold back there, because Alex, Lightspeed have an office in Europe now, and I was chatting to an investor who will remain unnamed, because… 3 times in the scene
- ▶ 58:32 Thomas Plantenga So, and I think, you know, I really learned what are qualities VCs by working with Lightspeed, Accel, Insight, all these companies, all these investors that we have are like of a breed that is high, high quality.
20VC: Doug Leone, Bill Ackman, Bill Gurley and Orlando Bravo on "Does Price Matter"; When to Pay Up vs When to Stay Disciplined, The Biggest Lessons on Price Discipline from 8 of the World's Best Investors
- ▶ 28:09 Harry Stebbings Now stay tuned for an incredible episode this coming Monday with Alex Tauszig at Lightspeed and Thomas, CEO at Vinted, one of the fastest growing companies in Europe, and it's an awesome combination with the investor and founder blend, so…
Ed Sim & Jamin Ball: Did Figma Kill M&A Markets & 3 Requirements to IPO in 2024 | E1101 · 20VC with Harry Stebbings
- ▶ 24:18 Harry Stebbings But you know, when you're looking at your Andreessen's, your general catalyst, your Lightspeed, I know you guys don't like to name names.
Roundtable #6 with Rebecca Kaden, Nicole Quinn, Eurie Kim, Harry Stebbings | E1083 · 20VC with Harry Stebbings
- ▶ 1:49 Nicole Quinn I am a GP at Lightspeed Venture Partners.
- ▶ 5:43 Nicole Quinn I'm very much, by the way, on the same page as Rebecca and Yuri, and at Lightspeed, we really like to work with seed funds and be collaborative with them, and so maybe it's also splitting a seed round together, um, or you guys doing the…
- ▶ 11:53 Eurie Kim Um, but Nicole, I mean, I'm wondering how you guys do it at Lightspeed.
- ▶ 12:10 Nicole Quinn Um, we really believe at Lightpeed that we can be the most valuable board member by specializing. 6 times in the scene
- ▶ 16:23 Eurie Kim You know, and not, not to say that that's what lightspeed to me, but just like there are other firms that get so big that you have to start splitting things up because you literally can't.
- ▶ 20:29 Nicole Quinn And at Lightspeed, we're huge believers in AI, and by the way, I can't believe we've talked for
- ▶ 21:22 Nicole Quinn We've invested at lightspeed in 54 companies in AI.
- ▶ 33:36 Nicole Quinn And at light speed, listen, like, yeah, our valuations increased in those frothy times, but our like pace of deployment didn't.
- ▶ 37:27 Nicole Quinn Harry, you know, my brother, Jamie Quinn, um, he is at a fun new view capital and he runs the part of the business that is, um, saying to funds like Forerunner, USV, Lightspeed, Hey, do you want to sell some of your older positions to us?
Michael Eisenberg and Adi Levanon: Israeli Resilience in Crisis | E1072 · 20VC with Harry Stebbings
- ▶ 30:38 Adi Levanon There is now, um, a wonderful, uh, supportive, um, letter being posted, being, you know, signed by, I think now there's a 150 different venture capital funds globally that have signed on from, you know, eight VC to upfront to Bain to all…
DEBATE: State of Seed Investing w/ Jason Lemkin, Sam Lessin, Frank Rotman & Harry Stebbings | E1047 · 20VC with Harry Stebbings
- ▶ 57:32 Harry Stebbings So will Lightspeed.
Jason Lemkin: Every VC has a FRAUD in their portfolio; The IPO market is about to EXPLODE | E1046 · 20VC with Harry Stebbings
- ▶ 1:07:56 Jason Lemkin And if an Andreessen or Sequoia and Bessemer and Lightspeed can, you think you have to have alpha to NASDAQ, but it's not that simple, right?
Sheel Mohnot: How I Got Married in the Metaverse; Founder vs Product vs Market | E1035 · 20VC with Harry Stebbings
- ▶ 15:39 Harry Stebbings Lightspeed are here, GC are here, and Sequoia here, because they all opened offices here.
Akin Babayigit: How Tripledot Studios Became #1 Fastest-Growing Company in Europe | E1030 · 20VC with Harry Stebbings
- ▶ 1:43:32 Akin Babayigit Um, and, you know, people introduce us, we are investors, you, other people, you know, Lightspeed, Access, Eldridge, um, Velo partners, they've all helped us in XYZ fashion, but I don't think if you tell them, like, you know, they're not,…
Mark Goldberger: The Ultimate Guide to Enterprise Sales | E1003 · 20VC with Harry Stebbings
- ▶ 3:18 Mark Goldberger It was backed by General Catalyst and Lightspeed.
Rob Lacher: How I Scaled to $600M AUM; Hiring Tips for VCs; Venture Capital in Europe vs USA | E999 · 20VC with Harry Stebbings
- ▶ 18:25 Harry Stebbings Do you want, do you worry that then, like, uh, Lightspeed or Excel or Index will say to entrepreneurs, oh, we're in another deal with Rob and Visionaries, and they only have three percent, so actually in this next one, we can cut them down.
- ▶ 30:39 Rob Lacher I think the beauty is, you know, now we have maybe five to 10 times what you would call a tier one VC firm from the U.S. that entered the market in the last two years, whether it was Sequoia, General Catalyst, Lightspeed, Iconic,…
Meta CMO Alex Schultz: Competing Against TikTok & Snap; Why Reels Failed at First | E985 · 20VC with Harry Stebbings
- ▶ 10:44 Harry Stebbings I, I think it was Mike Mignano, a partner at Lightspeed, who was at Spotify before.
Semil Shah: Lessons Learned Scaling from a $1M to a $50M Fund | 20VC #951 · 20VC with Harry Stebbings
- ▶ 21:01 Semil Shah Our job isn't to invest when, um, Excel lights, be Greylock investor.
20VC: Chris Sacca, Chamath Palihapitiya, Gary Vee, Brad Gerstner and more on Their Relationship To Money, How It Has Changed with Time and Wealth, How They Bring Up Their Children To Engender the Same Values of Ambition and Hard Work?
- ▶ 8:56 Brad Gerstner Shortly thereafter, Bajal Samaya and I, Bajal's now running Lightspeed.
Brad Gerstner: How I Pick Companies; Lessons from Warren Buffet; Chamath vs Gurley | E935 · 20VC with Harry Stebbings
- ▶ 1:07:10 Brad Gerstner And, um, shortly thereafter, Bajal Samaya and I, Bajal's now running Lightspeed, we, we co-founded, uh, my second company, or our second company together, called OpenList, and we sold that, you know, another little base hit, double, and,…
Parker Conrad: How I Got Ousted from Zenefits and Came Back with a Vengence | 20VC #932 · 20VC with Harry Stebbings
- ▶ 1:39 Harry Stebbings It was actually Jeremy Liu at Lightspeed that asked me this one, and he said, we're all a function of our history.
Michael Mignano: How I Founded Anchor; Why TikTok could be a $2 TRILLION Company | 20VC #923 · 20VC with Harry Stebbings
- ▶ 0:42 Mike Mignano So today we're announcing that I'm actually joining Lightspeed as a partner on the consumer team, and I will be based here in New York City, and also as a fund, 6 times in the scene
- ▶ 10:06 Harry Stebbings It's your first pitch at Lightspeed.
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