Lightspeed Ventures

also referred to as: lightspeed

8 statements across 4 episodes · 5 bullish · 0 bearish · 4 people on the record · first statement Apr 9, 2025 by Zach Schendel · across every show →

Everything said about Lightspeed Ventures, oldest first

Apr 9, 2025 bullish
Prediction Not checkable as stated
Schendel outlines Base Power's ambition for a fifty-state nationwide expansion
“Build critical infrastructure for the country, and what that looks like is being in all 50 states going up the stack into utility infrastructure, going down the stack into the home and building more products and services to lower costs and increase reliability…”
Zach Schendel Apr 9, 2025 ▶ 55:04 Base Power's $200M Series B | Co-Led by Lee Fixel, A16Z, Lightspeed, & Valor Equity Partners · Sourcery with Molly O'Shea
Apr 9, 2025
Assertion Supported
Base Power raises $200M Series B from Addition, a16z, and Lightspeed
“The round was led by Addition, Andreessen Horowitz, Lightspeed coming in as new investors, and then existing investors, Valor, Thrive, Altimeter, Trust Ventures, Terrain, and a number of other smaller investors.”
Zach Schendel Apr 9, 2025 ▶ 0:12 Base Power's $200M Series B | Co-Led by Lee Fixel, A16Z, Lightspeed, & Valor Equity Partners · Sourcery with Molly O'Shea
May 5, 2025 neutral
Insight
Moore: Departing partners typically transition startup board seats back to their firm
“As personal a relationship as I have with each founder I work with, I have to remind myself that I was representing Kleiner Perkins on the board of all these companies that I served on, and I think with that, now that I've moved over to Lightspeed, there's thi…”
Bucky Moore May 5, 2025 ▶ 3:38 Why Bucky Moore Joined $30 Billion AUM Megafund Lightspeed · Sourcery with Molly O'Shea
Dec 27, 2025 bullish
Disclosure
Mignano: Lightspeed committed to Granola without knowing what they were building
“When he told me he was building something new with Sam, it was like, doesn't even matter what you're building. Sure. We will invest.”
Michael Mignano Dec 27, 2025 ▶ 5:04 Why Lightspeed Bet on xAI, Neuralink, Suno, Granola, & Pika | Michael Mignano · Sourcery with Molly O'Shea
Dec 27, 2025 neutral
Insight
Mignano: Foundation models resemble general code rather than competing business lines
“Lightspeed From a very early on in, in sort of the AI kind of revolution took this position that actually AI and foundation models are more akin to software and code than they are to business lines and strategies.”
Michael Mignano Dec 27, 2025 ▶ 30:44 Why Lightspeed Bet on xAI, Neuralink, Suno, Granola, & Pika | Michael Mignano · Sourcery with Molly O'Shea
Jun 15, 2026 positive
Disclosure
Zhao: Lightspeed's 'Lightwork' will cover broad tech and feature outside experts
“We're not only going to cover Lightspeed stuff. I think there's an immense opportunity to just be this place where people can digest what's happening in startups, what's happening in deep tech, what's happening in AI. And what we'll do is cover a couple storie…”
Claire Zhao Jun 15, 2026 ▶ 18:29 $40B Fund, 1 Creator: Why Lightspeed Hired Zauey Talks · Sourcery with Molly O'Shea
Jun 15, 2026 bullish
Assertion Supported
Zhao: Lightspeed-backed AI startup Modus acquired a traditional audit firm
“So they recently invested in a company called Modus which is doing a lot in the audit, audit space which traditionally like Dominated by small medium businesses or like the KPMGs of the world. Now you have an opportunity to build like an AI native audit servic…”
Claire Zhao Jun 15, 2026 ▶ 35:32 $40B Fund, 1 Creator: Why Lightspeed Hired Zauey Talks · Sourcery with Molly O'Shea
Jun 15, 2026 positive
Disclosure
Zhao: Lightspeed recently invested in AI agent infrastructure startup Sycamore Labs
“And so you have companies like Sycamore Labs that, that Lightspeed just invested in Raindrop just released something new. This idea that around this ecosystem of agents, you have to build audit trails, like you have to build harnesses for them.”
Claire Zhao Jun 15, 2026 ▶ 34:50 $40B Fund, 1 Creator: Why Lightspeed Hired Zauey Talks · Sourcery with Molly O'Shea
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