Lightspeed Venture Partners August Newsletter

Lightspeed Venture Partners

Welcome to the August 2023 edition of the Lightspeed newsletter. Too often, VC only scratches the surface. Lightspeed takes a different approach.

On a monthly basis, we’ll keep you informed with in-depth reports about how we build and maintain a mastery that enables unwavering conviction in the companies we back. And how we go deep to build something impactful, together. Because possibility grows the deeper you go.


For over twenty years Lightspeed has been the first investor and an early backer of some of the most innovative companies in the world. In service of bold founders with big ideas, we stand behind our companies with high conviction from Seed to Series F and beyond. Meet some of the most recent companies and Founders we are building with:

Visit our Stories and Companies pages for more.


We sat down with some of our Founders to hear about their challenges, successes, why they started their businesses, and why they chose to partner with Lightspeed. In this edition, meet Bipul Sinha, Co-Founder and CEO of cybersecurity company Rubrik.

watch video


Our partners aren’t just investors – they’re big picture thinkers. They pair a deep understanding of the market with insights generated by Lightspeed’s data team to stay ahead of the curve. For example, Lightspeed has invested over $850 million in AI-powered startups over the last eight years. Here are some recent AI insights from our team:

If your AI product is going head to head with an incumbent, their distribution advantage will probably kill your startup…unless you fight back with a different game.

Startups vs. Incumbents: The Battle for AI’s Application Layer


We love meeting new people, spotlighting our Founders, and making valuable connections for those in our network.

  • Generative NYC: Fintech in AI  The latest in Lightspeed’s Generative meetup series takes place on August 15 at our New York office. (Sign up to be notified about future Generative meetups in NYC, SF, LA, and London.)

  • Scott Belsky on Creativity in Generative AI — At our recent Generative NYC summer edition, Scott Belsky, Chief Strategy Officer at Adobe spoke with Michael Mignano, partner, about the influence of generative AI on creativity, work, startups, and healthcare.

  • Building Tomorrow’s Boardroom, Today — Our recent gathering addressed the empowerment of under-represented groups in the boardroom. Featuring a conversation with Celia Edwards Karam, Anita Lynch, Baron Davis, and Tammy K. Jones moderated by Lightspeed Partner Sydney Sykes, co-founder of BLCK VC, and Lightspeed’s partner for Executive Talent, Nicole North.


Lightspeed is thrilled to announce our new program for Seed-stage founders: Launch. Launch is the culmination of 20+ years of hard-won expertise as Seed investors, partnering with founders who have the drive and irrational optimism to build generational companies.


We love talking about the Founders we’re working with and how we think about building Lightspeed to be a great partner to the companies we back. Here are some recent conversations on notable podcasts:


Follow us! We’re on LinkedIn, Threads, X (fka Twitter), and Instagram. See what our Founders are up to, get notified about events, like our recent Generative NYC meetup with Adobe’s Scott Belsky, and read about what Lightspeed’s partners are doing around the world.


We welcome any feedback you have, and we’ll see you soon.

–Team Lightspeed