Lightspeed Ventures
also referred to as: lightspeed
46 statements across 28 episodes · 24 bullish · 4 bearish · 19 people on the record · first statement Jun 29, 2015 by Spencer Lazar · said 33 times in 2 episodes since 2024 · across every show →
Mentions by year
brought up most by Dax Dasilva (21), Harry Stebbings (11), Julian Teixeira (1)
tap a year for its mentions
2025 6 mentions in 1 episode
Everything said about Lightspeed Ventures, oldest first
Jun 29, 2015 positive
Mar 31, 2017
May 3, 2017 neutral
Oct 25, 2017 bullish
Nicole Quinn: Lightspeed requires a 33% DAU/MAU ratio for social apps
“So we like to think about DAU divided by MAU. If you're A social media app , then we want it to be over a third. If it can be over 50%, then it really is a daily use case, and that's exactly what we saw from Snapchat back in the day, but we definitely need for…”
Oct 25, 2017 positive
Oct 25, 2017 negative
Oct 25, 2017
Oct 25, 2017 bullish
Mar 12, 2018
Taussig: Highland and Lightspeed reject VC superstar culture for service mindset
“In both firms, both at Highland and Lightspeed, there's no superstar culture. Neither are firms where we really like to go in front and be the star of the show. We prefer to think of venture capital as a service business, and that it's our job to remain behind…”
Mar 12, 2018 bullish
Taussig: Lightspeed risks losing most capital for small chance of unbounded upside
“Lightspeed is really a Silicon Valley firm founded in Silicon Valley, but we invest globally, but everywhere we invest, we bring that Silicon Valley mentality and technological optimism. And what I mean by that is we're definitely willing to take risk, perhaps…”
Dec 10, 2018 positive
Jan 21, 2019 positive
Sep 16, 2019 negative
Oct 18, 2019 neutral
Bahat: Very few multi-stage VCs historically produce top seed-stage winners
“We did an analysis looking at the top company performers. And what you see is that since the era that seed funds have existed and who funded them at the seed. And what you see is that some of them were funded by seed funds, first round true others funded some …”
May 22, 2020
Sep 11, 2020 positive
Harry Stebbings: Calm has raised over $143 million from top investors
“To date, the company's raised over a hundred and forty three million dollars in financing from some of the best, including Lightspeed, Insight, TPG, and then some very cool names, including Ashton Kutcher, Harry Styles, Brad Feld, and Jason Calicanis.”
Nov 2, 2020 neutral
Eggers: Lightspeed launched with four partners, no LPs, and no fees
“The four of us splintered off and started Lightspeed and started from scratch, really. We had no LPs. We had a track record, which was helpful, but we had no portfolio, no fees coming in, so we raised a fund and started from there and then started hiring out t…”
Feb 24, 2021 positive
Feb 24, 2021
Snapchat Raised Seed Capital When Server Costs Exceeded Spiegel's Credit Card
“Frankly, I think the thing that probably changed the most was that they finally had a need for financing. You know, at that first meeting, they ran us through some of the metrics of the business, and it looks tremendous. And we said, well, is there anything we…”
Feb 24, 2021
Jul 15, 2021
May 6, 2022 negative
Oct 12, 2023 positive
Levanon: Over 150 global venture funds signed statement supporting Israel
“There is now a wonderful supportive 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 these wonderful, you know, Lightspeed…”
Nov 17, 2023 positive
Quinn: Lightspeed has deployed over $1B across 54 AI startups
“We've invested at lightspeed in 54 companies in AI. We've spent, we've invested over a billion dollars in AI, but big, but that was not all this year. That is not all generative AI, right? That's been over the few years, over the last few years”
Nov 17, 2023 bullish
Quinn: Venture investors will return to syndicate co-investing across rounds
“I think we spent far too many years with the multi-stage funds and then suddenly realizing, wow, now I'm the only one on the cap table. There's no one else to turn to. There's no one else around to like help support this company with me. And so I think we're g…”
Nov 17, 2023 bullish
Feb 12, 2024 positive
Taussig: Lightspeed evaluates market opportunity by surface area, not dollar TAM
“At Lightspeed, when we think about addressable market, we don't really think about it in dollars first. We think of it as surface area. We think of it as like, how, what is the surface area we're gaining access to here uniquely in our strategic wedge? Because …”
Feb 12, 2024 neutral
Aug 9, 2024
Aug 9, 2024 positive
Dax Dasilva: Quadrupling initial pricing transformed Lightspeed's revenue and product development
“Showed that business plan to a colleague of my father, and he was like, times four. Multiply that, that, that price times four. And I was like, that's crazy. Like, I can't ask for times four. That changed everything. We had four times the revenue. We had four …”
Aug 9, 2024 positive
Aug 9, 2024 positive
Dax Dasilva: Balancing profit and growth is a positive constraint for enterprise value
“I think that maybe because we were so growth-oriented I thought that the balancing of profit and growth sounded like something really limiting, but actually now, now I feel like it's a really positive constraint that's going to build like that long-term busine…”
Aug 9, 2024 bullish
Aug 9, 2024
Aug 9, 2024 neutral
Dax Dasilva: Lightspeed must refocus after overexpanding products and regions
“And I think right now, now that I've been back at Lightspeed for five months as CEO, you know, I was executive chair for two years. I think there are areas where it's going to be helpful for us to focus again, where we've decided to like spread our wings, mayb…”
Oct 21, 2024 positive
Hamid: Kleiner Perkins co-led Glean's early round at $35M post-money
“We'll be back to Arvind Glean. We did it as a co-led it with Lightspeed at 35 post. And Arvind is a G. You know, he started Rubrik. He's like one of the, you know, Google fellow type of person. He raised a lot. He's like fifteen million at 35 post, so gave up …”
Jan 20, 2025 positive
Kanji: Hoxton led $10M check into AI foundational model startup
“We put in 10. It was an AI company, a foundational model, didn't necessarily need all the money on compute, so 10 in a foundational model, and 10 is a really large number, but 10 in foundational model land is still a small number. We took it off the table, and…”
Aug 28, 2025 neutral
Sep 22, 2025 bullish
Nov 6, 2025 positive
Nov 10, 2025 negative
Randle: Capital deployment velocity drives promotions at mega funds like General Catalyst
“If you were to say, well, our GC or Lightspeed or some of these mega funds is the strategy investment velocity as a north star. To answer that question, I would have you go talk to the principals, the junior partners and the associates at those firms. You inte…”
Nov 13, 2025 neutral
Stebbings: VC Winners Will Be Mega-Platforms or Specialized Boutiques
“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 your Lightspeed, it'…”
Nov 13, 2025 neutral
O'Driscoll: VC Funds Must Choose Between Max Multiple or High Ownership
“Fundamentally, the way they've been able to produce eight and 10 X funds has been in part by, I mean, keeping it at 40, 60, a hundred million dollar funds. I mean, obviously, you know, if you want, it's hard to simultaneously keep your ownership and keep your …”
Dec 18, 2025 positive
Jul 6, 2026 positive
Mignano: Lightspeed's biggest regret was passing on Substack over price
“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 and I think we could never really wrap our head around Kind of price. Also at the time where they fit in the market. Now I think with th…”