Lightwork
Lightspeed
0
There's more AI news than anyone can possibly consume. Lightwork is the filter. Every Monday, Lightspeed's Claire Zau and Josh Machiz break down the one development that mattered most that week — a model release, a funding round, a company structural shift — and work through what changes because of it. They also bring in a guest working at the front of AI to sharpen the picture. By the end of each episode, you'll have a clearer view of where things are going and why it matters to you.
Episodios
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The SpaceX IPO, Apple Rebuilds Siri & Anthropic Releases Fable 5 15.06.2026 1hJoin us as Claire Zau and Josh Machiz discuss one of the most powerful AI model ever released to the public (now with brakes built in), Apple rebuilding Siri with help from Google's Gemini, and SpaceX opening for trading in the largest IPO in history. Plus a quiet milestone with loud implications, as AI agents now generate more web traffic than actual people.Lightspeed co-founder Ravi Mhatre joins to talk founders, AI cycles, and what he looks for that typically won’t show up in a pitch deck. This week’s episode closes with three deals we believe are worth knowing. Beacon raised $225M to buy everyday software businesses and rebuild them with AI, Sandstone landed $30M to become the operating system for in-house legal teams, and A Security came out of stealth with $37M to take on weaponized AI.Chapters 0:00 Welcome to Lightwork3:30 This Week in AI & Tech Headlines4:15 Claude Fable 5 Release13:33 SpaceX: The Largest IPO in History23:14 Apple's AI Reset at WWDC30:39 Agent Traffic Passes Humans Online40:45 Guest Interview: Lightspeed Co-Founder Ravi Mhatre41:50 What Success Looks Like In A Founder?44:29 Picking Winners On An Exponential Curve48:44 Enterprise Trust Is The Moat52:10 What Still Excites Him After 30 Years53:43 Ravi on Lightspeed Entering New Media56:37 Deal Breakdowns58:47 Final Thoughts and What's Coming NextStay In Touch: Website: https://lsvp.com/X: https://x.com/lightspeedvpLinkedIn: / lightspeed-venture-partners Instagram: / lightspeed The content here does not constitute tax, legal, business or investment advice or an offer to provide such advice, should not be construed as advocating the purchase or sale of any security or investment or a recommendation of any company, and is not an offer, or solicitation of an offer, for the purchase or sale of any security or investment product. The views expressed by our guests do not necessarily represent the views of Lightspeed. For more details please see lsvp.com/legal.
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