Lightspeed Venture Partners
16 statements across 4 episodes · 11 bullish · 0 bearish · 4 people on the record · first statement May 5, 2025 by Bucky Moore · said 64 times in 8 episodes since 2025 · across every show →
Mentions by year
brought up most by Molly O'Shea (22), Claire Zhao (22), Cameron McCord (7), Michael Mignano (3), Bucky Moore (3), Zach Schendel (2), Pete Shadbolt (2), Henry Ward (2)
tap a year for its mentions
2026 28 mentions in 1 episode
2025 36 mentions in 7 episodes 5 per episode
- Why Bucky Moore Joined $30 Billion AUM Megafund Lightspeed · Sourcery with Molly O'Shea
- Sequoia Leads $75M Series B Into Nominal | Alfred Lin Joins Board · Sourcery with Molly O'Shea
- Why Lightspeed Bet on xAI, Neuralink, Suno, Granola, & Pika | Michael Mignano · Sourcery with Molly O'Shea
- Raising $2 Billion to Become the SpaceX of Quantum | PsiQuantum's Pete Shadbolt · Sourcery with Molly O'Shea
- Carta CEO Henry Ward on Raising $1B, Path to ~$500M ARR, & the Move into PE · Sourcery with Molly O'Shea
- Base Power's $200M Series B | Co-Led by Lee Fixel, A16Z, Lightspeed, & Valor Equity Partners · Sourcery with Molly O'Shea
- Base Power Raises $1B led by Addition, with Trust Ventures, Lightspeed, a16z, Altimeter, Elad Gil · Sourcery with Molly O'Shea
- every mention in 2025, scene by scene →
Everything said about Lightspeed Venture Partners, oldest first
May 5, 2025 positive
Moore: Megafunds expand into private credit due to unfair insights into tech
“And I think that to the extent these new products get introduced to the industry, it's gonna be because they see an unfair advantage, ah, in their ability to deliver on that because they have this unique insight into, like, what these companies really need and…”
May 5, 2025 bullish
Moore: Billion-dollar checks in frontier AI could return up to $20B
“Is these are opportunities where you can invest 500 to a billion dollars in one of these companies, and if your underwriting plays out, potentially turn that into, you know, three, five, 10, maybe even twenty billion dollars if these companies turn out to be m…”
May 5, 2025
Moore: Founders should take contained investor meetings when not actively fundraising
“Don't not take investor meetings because you're not raising. And the reason for that is because you can do it in a contained way that allows you to understand what these people are about and who they are and do you vibe with them or not? And I think the proble…”
May 5, 2025
Moore: Picking an investor is like hiring a general contractor, not marriage
“Because if you marry wrong, it's tragic, but you can get a divorce, right? You can make a change. Once you pick a general contractor, and I know this from personal experience, having remodeled the house with my wife a couple years ago, you are stuck with that …”
May 5, 2025 bullish
Moore: Massive valuations for OpenAI and Anthropic can still generate fund-level multiples
“And so when you look at investment like open AI at thirty billion or anthropic at sixty billion, you know, I can tell you these are opportunities that I personally believe have the upside to generate multiples versus say IRR.”
Jun 12, 2025 positive
Dec 27, 2025 positive
Dec 27, 2025 bullish
Dec 27, 2025 neutral
Dec 27, 2025
Dec 27, 2025 neutral
Dec 27, 2025 positive
Dec 27, 2025 bullish
Mignano: Granola has the highest user retention he has ever seen
“And we find that when somebody uses the product, it's incredibly sticky, right? Like the retention is insane. I've never seen retention like this before for a product, because each time you use it just becomes more and more valuable for you.”
Jun 15, 2026 positive
Zhao: Narrative driving and storytelling are core to the venture capital role
“The role of an investor is very narrative oriented. You are often selling a startup, you are selling Investors in your fund. You're selling partners on why they should pick you, and so I think this idea of storytelling, this idea of narrative driving is core t…”
Jun 15, 2026 positive
Zhao: Lightspeed media strategy targets pre-founders for future seed deals
“I think of really my role as building that massive wide net top of funnel into the Lightspeed community. How do we get people even when they're a college kid thinking about AI and tech? How do we get Stanford PhDs who might not have ever been exposed to, like,…”