"Turpentine VC" | Venture Capital and Investing E60: How Lightspeed Invests in AI and Beyond with Arif Janmohamed
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Oct 15, 2024 Arif Janmohamed, a Partner at Lightspeed Ventures and expert in AI investment, discusses the firm's impressive growth from early-stage enterprise investing to managing a whopping $7 billion globally. He delves into identifying lucrative market opportunities and the frameworks behind AI investments. Arif also predicts the future of AI in corporate travel and workforce dynamics, emphasizing its potential to transform businesses and cybersecurity practices, while adapting to the evolving tech landscape.
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Lightspeed's Evolution
- Lightspeed Ventures started by focusing on underserved enterprise early-stage investing during the dot-com boom.
- They've since evolved into a global, multi-stage firm with $7B in capital, supporting founders throughout their journey.
Global Conviction Investing
- Lightspeed's broad approach recognizes that innovation is global and companies can emerge anywhere.
- They prioritize conviction-based investing, partnering with founders at various stages and offering long-term support.
AI as a Platform Shift
- AI is a foundational technology shift, similar to the cloud, and will permeate every aspect of our lives.
- Lightspeed has invested about $1B in AI across various layers, from foundational models to enterprise applications like Glean and Moveworks.