This week, Lightspeed Partner Mike Mignano sits down with his colleague Bucky Moore, a fellow partner at Lightspeed to explore the rapidly shifting landscape of AI and infrastructure. They unpack the evolution from hardware to cloud to AI-native architectures, the growing momentum behind open-source models, and the rise of AI agents and reinforcement learning environments. Bucky also shares how his early days at Cisco shaped his bottom-up view of enterprise software, and why embracing the new is the key to spotting trillion-dollar opportunities.
Episode Chapters:
(00:00) Introduction to the Conversation
(00:38) Bucky Moore's Background and Early Career
(01:39) Insights from Cisco: Old World Meets New World
(03:54) Transition to Venture Capital
(08:15) The Evolution of Infrastructure Investment
(15:50) Impact of AI on Infrastructure
(24:37) Training AI Agents: Challenges and Innovations
(25:07) The Future of Reinforcement Learning Environments
(25:51) Infrastructure for AI Agents
(26:49) Emerging Opportunities in AI Infrastructure
(28:58) The Impact of Salesforce's Data Policies
(33:00) The Evolution of AI Compute
(39:47) The Role of New AI Architectures
(42:47) The Future of Venture Capital in AI
(46:44) Predicting the Next Trillion-Dollar AI Companies
Stay in touch:
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. For more details please see lsvp.com/legal.
