Lightwork

Lightspeed
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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. New episodes every Monday morning. Have something you want to hear? Email us at lightwork@lsvp.com.

  1. há 12 h

    Robots Outrun Usain Bolt, Skild's ChatGPT Moment & Google Bids $10M for Spirit Data | Lightwork

    Claire Zau and Josh Machiz break down a week about robot bodies, robot brains, and the data underneath both. Humanoid robots broke three human world records at the World Humanoid Robot Games in Beijing, where more than 600 teams and 2,000 robots competed across 51 events, up from roughly 280 teams and 26 events last year. One robot beat Usain Bolt's 9.58 second 100 meter record, and last year's winning time was 21.50. The hosts argue the sprints are the fanfare and the scenario events are the harder test, since a robot that outruns Bolt still cannot open a jar, fold socks, or stack cardboard. Unitree, which the hosts compare to Boston Dynamics, also went public in Shanghai. Skild AI launched S1, a model the company says lets a robot watch one video of a person doing a task and then do it, with no teleoperation and no retraining. Teaching a robot a new task used to mean 50 to 100 hours of puppeteering data. Skild says ingesting the video takes about 11 minutes, and pancake flipping was not in the roughly one million hours behind the model. Both hosts call it the ChatGPT moment for robotics. Lightspeed participated in Skild's Series A. The episode closes on Google's roughly $10 million bid for Spirit Airlines' digital estate in bankruptcy, a package holding about 100 million emails, 500 million Teams messages, 30 million recorded service calls, and 7.5 billion passenger transaction records. Google says a third party will scrub personal information first. Mercor bid $7.5 million, micro1 came in higher after the auction closed, existing employees have not consented to their workplace communications becoming training data, and the sale still needs judicial sign off. Chapters: 0:00 Welcome to Lightwork 0:59 Robots Beat Human World Records 4:01 What Happened at the Robot Games? 9:14 UniTree Goes Public in Shanghai 12:29 Skild AI’s S1: The ChatGPT Moment for Robotics 16:20 The ChatGPT Moment For Robotics 18:40 In-Context Learning, But For Robots 21:04 Google Wants Spirit Airlines’ Data 23:35 What's Valuable Inside A Digital Estate 28:58 Closing Thoughts Stay In Touch: Website: www.lsvp.com X: https://x.com/lightspeedvp LinkedIn: https://www.linkedin.com/company/lightspeed-venture-partners/ Instagram: https://www.instagram.com/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. Robots Outrun Usain Bolt, Skild's ChatGPT Moment & Google Bids $10M for Spirit Data | Lightwork https://youtu.be/RZPgoLNTOOE

    Robots Outrun Usain Bolt, Skild's ChatGPT Moment & Google Bids $10M for Spirit Data | Lightwork

  2. 21 de ago.

    Stripe Buys OpenRouter, Grok Bot Arrives, ChatGPT for Teens & AI Designs Proteins | Lightwork

    On this episode of Lightwork, Claire Zau and Josh Machiz break down four stories. Stripe acquired OpenRouter, the model gateway that lets a developer integrate once and reach hundreds of models, routing each request by budget, latency, or task, with automatic failover when a model goes down. The hosts get into why a payments company wants the layer that decides which model handles a request, whether Stripe is neutral enough to own it, and what happens as the labs pull routing into their own products and app builders consider building it themselves. Then SpaceX closed its acquisition of Cursor and shipped Grok Bot, agents that each get their own cloud computer and keep working after you close your laptop, with a teach a task feature that turns one demonstration into a repeatable skill. OpenAI launched ChatGPT for Teens, a separate experience for 13 to 17 year olds that redirects homework shortcuts into study mode and nudges a break after 90 minutes, arriving alongside the GUARD Act and California's SB 243. And an Anthropic experiment had Claude run a protein binder design campaign start to finish, with outside labs building and testing the results and binders produced against 14 of 15 targets. 0:00 Welcome to Lightwork 1:03 Stripe Buys OpenRouter: The AI Tollbooth 5:40 OpenRouter’s Business Model 8:54 Is Stripe Neutral Enough? 12:01 SpaceX Closes the Cursor Acquisition 18:04 What is Grok Bot? 22:17 Open AI Launches ChatGPT for Teens 23:55 What’s Different About Teen Mode? 27:48 AI Regulation Is Coming 30:57 Claude Designs Protein Binders 35:44 Neko Health Announced NYC Clinic 36:18 Castelion Raises $1B Series C

    Stripe Buys OpenRouter, Grok Bot Arrives, ChatGPT for Teens & AI Designs Proteins | Lightwork

  3. 18 de ago.

    Eon CEO: “The Cloud Is Just Someone Else's Computer” | Lightwork

    Ofir Ehrlich, CEO and co-founder of Eon, joins Claire Zau to explain why the cloud data enterprises pay to store and rarely open turned out to be the thing their AI needs most. Ofir walks through the four companies he has started, including CloudEndure, which he sold to Amazon before leading AWS's cloud migration and disaster recovery business. He assumed backup was a solved problem until a customer he had worked closely with was hit by ransomware and lost access to a significant portion of their infrastructure, which sent him looking at what breaks in the cloud that never broke on premises. They discuss how enterprise data sits locked across business units that cannot say what they hold, what happens when an auditor asks for records from five years ago and the database no longer runs, and why backup can rack up a company's cloud spend while staying something nobody trusts. As models and compute platforms become easy to swap, Ofir argues, a company's accumulated data becomes what actually differentiates it. He also talks about building Eon with a best friend of 26 years and a colleague he hired at AWS, and why he would not start a company without friends in it. Chapters:00:00 Welcome, Ofir Ehrlich!05:22 Why Companies Moved to the Cloud07:08 Learning Through Angel Investing08:41 The Founder Mindset: Imposter Syndrome vs. Conviction10:23 Building a Company Around What You Love13:11 How AI Is Changing Enterprise Data17:05 The New Cloud Infrastructure Organization19:09 Why Recovering Old Data Can Be So Difficult20:25 Why AI Teams Need Enterprise Data22:33 What Eon Actually Does24:40 How Eon Helps Make Data Usable26:47 Choosing Eon's Co-Founders30:29 What's Exciting in AI Right Now?31:37 Final Thoughts

    Eon CEO: “The Cloud Is Just Someone Else's Computer” | Lightwork

  4. 14 de ago.

    AI Creates New Viruses, Building AI for Healthcare & Moats in Healthcare IT | Lightwork

    Claire Zau is joined by Dr. Brenton Fargnoli, a physician and partner on Lightspeed's healthcare team, to unpack the AI-designed bacteriophage story making headlines this week. Stanford and Arc Institute researchers used a genome language model to design nearly 300 candidate phage genomes and landed on 16 that worked, a cocktail able to overcome resistance the natural phage couldn't beat on its own. The phages only infect E. coli, not human cells, and a scientist still has to synthesize and test every design in a lab. From there, Brenton and Claire get into what they believe it takes to build a vertical AI company in healthcare right now, from finding the right wedge to surviving the moment an incumbent like Epic decides to build the same feature natively. They cover why founders are seeing faster adoption than past software waves, what separates a real data or workflow moat from a feature a platform can copy, and what Brenton looks for in a team before backing them. Chapters: 0:00 Welcome to Lightwork 1:11 What Actually Happened With the 16 AI-Designed Viruses 5:54 Could AI-Designed Viruses Infect Humans? 6:32 AI, Antibiotic Resistance & Medical Applications 10:47 Building Vertical AI in Healthcare 13:39 What’s Making Healthcare AI Ripe for Startups? 15:38 Top-Down vs. Bottom-Up Healthcare AI 16:19 How Founders Can Compete With Big Tech 20:13 What Makes a Great Healthcare AI Founder? 21:44 Building Great Healthcare Tech Teams 23:06 What Will Epic Announce Next? 24:21 What Healthcare AI Opportunities Is Dr. Brenton Most Excited About? 27:28 Final Thoughts

    AI Creates New Viruses, Building AI for Healthcare & Moats in Healthcare IT | Lightwork

  5. 11 de ago.

    Raviraj Jain on What Frontier Investing Actually Means | Lightwork

    In this segment of Lightwork, Claire Zau sits down with Raviraj Jain, a Lightspeed partner behind investments in companies like Skild, Anduril, Helsing, and Helion, to explain what does frontier actually mean, and why does it matter so much right now. Raviraj makes the case that most of the value creation throughout human history has happened at the frontier, and that we are now entering a rare moment where intelligence, energy, life, space, sovereignty, and physical AI are all hitting inflection points at the same time. He also breaks down the three archetypes of founders Lightspeed looks for when backing companies in these spaces, and shares where he thinks the boldest bets should be made right now. 0:00 Meet Raviraj Jain1:30 What Frontier Investing Really Means 2:04 How Innovation at the Frontier Changed the World 5:10 Frontier vs. Diffusion 8:53 The 3 Archetypes of Frontier Founders 11:35 The Era of Abundance 11:58 Intelligence 12:43 Energy 14:43 Life 15:14 Space 17:19 Physical AI & the Future of Robotics 19:02 The Biggest Opportunities for Founders 21:03 Advice for Founders Building at the Frontier

  6. 7 de ago.

    Google's AI Legend Just Left, OpenAI's Math Breakthrough & The Future of Robotics | Lightwork

    The biggest AI stories of the week all point toward one question: what happens when AI starts making discoveries instead of simply answering questions? Claire and Josh break down OpenAI's latest reasoning breakthrough after Astra solved ten long-open mathematical problems, Google's release of Gemini Robotics 2 and their vision for a universal robot brain, Jeff Dean's surprise exit from Google to build Discovery Loop, and why Base Power's rapidly growing battery network may become one of the most important infrastructure companies in America.

    Google's AI Legend Just Left, OpenAI's Math Breakthrough & The Future of Robotics | Lightwork

  7. 3 de ago.

    The $500B Nvidia-OpenAI Deal, Meta's New Data Center & Your Hidden AI Agents | Lightwork

    The week's news starts with a first. Over a thousand researchers across OpenAI, Anthropic, DeepMind & Meta signed a single letter calling for the technical and governance tools to pace the frontier of automated AI development. Not a call to pause, as Claire Zau puts it, more like demanding that cars have brakes. Then the superintelligence land grab, three deals that show AI becoming a balance sheet business. Nvidia is in talks to guarantee the lease on a 10 gigawatt, roughly $500 billion campus so OpenAI can build it, Meta and BlackRock are turning a 1 gigawatt El Paso campus into a new institutional asset class, and Nvidia is backing Ilya Sutskever's Safe Superintelligence with next-gen chips. Claire & Josh close the news on ambient notetaking as Granola reaches the Apple Watch and AI wearables move onto the body.Then Claire sits down with Axonius CEO Joe Diamond on a question almost no company can answer, how many AI agents are actually running inside your walls. Axonius built the asset intelligence category on a simple premise, that you can't secure what you can't see, and just shipped an AI agent and MCP server so the tools already inside an organization can query verified asset data instead of guessing at it. 0:00 Welcome to Lightwork1:20 A Thousand Researchers Sign The Pace Letter6:03 The AI Infrastructure Land Grab Begins7:12 NVIDIA OpenAI Partnership10:42 Meta & BlackRock's Deal13:15 Nvidia's Mysterious SSI Partnership16:17 Granola On Apple Watch28:45 Welcome, Joe Diamond!29:28 What Is Asset Intelligence?31:58 From Network Sensors To An API-Based Approach33:54 Security in the AI Era37:34 How AI Agents Can Eliminate Manual Security Workflows39:00 Tracking AI Agents as a New Asset Class41:46 The Worst-Case AI Security Scenario43:28 How Companies Are Adapting to AI Security44:53 $200M ARR: Growth and What's Next47:11 Joe Diamond's Journey from CMO to CEO49:00 Leading an AI Company Through Rapid Change52:39 The Future of AI Security54:36 Joe's Advice For Founders55:57 Deal Breakdowns: Andera, CuspAI, Harmony

  8. 20 de jul.

    1X's Robot Hands, AI's Essay Wars & Loop Engineering Explained | Lightwork

    The week's news starts at the fingertips. 1X unveiled the production hands for its Neo home humanoid, with 25 degrees of freedom, positioning accuracy of ±0.2 mm, and what the company calls near human-level dexterity, thanks to a force transparency breakthrough that lets every joint feel the force pushing back on it. Then the essay wars. Demis Hassabis, Satya Nadella & Mira Murati all published manifestos in the same week. Hassabis says AGI is probably only a few years away, Nadella argues enterprises pay for AI twice, once in money and again in proprietary knowledge, and Murati makes the case for AI shaped by the people it serves, down to the model weights. Then Lightspeed Partner Nnamdi Iregbulem joins Claire Zau and Josh Machiz to demystify loop engineering, the practice of getting an AI agent to work productively for hours or days without human intervention. He maps the four layers from prompt engineering to loops, breaks down the anatomy of a loop from testable goal to knowing when to stop, and explains why he believes the 50-year-old file system is emerging as the ideal environment for agents. 0:00 Welcome to Lightwork1:03 1X Gives Neo Human-Like Hands4:29 Can Robots Really Handle Everyday Household Tasks?7:14 Wired's Criticism of 1X's Robot Demo14:11 The AI Manifesto: Hassabis, Nadella, Murati17:00 Satya Nadella's Reverse Information Paradox24:20 Welcome, Nnamdi Iregbulem!25:58 What Is Loop Engineering?26:34 From Prompt to Loop Engineering29:54 What Does Context Engineering Actually Do?30:59 Why AI Needs Its Own Search Engine32:40 Why Nothing Gets Replaced in AI Engineering34:58 Why Do We Need Loop Engineering?37:57 How AI Agent Loops Actually Work41:45 How Do You Define "Done"?43:26 Who Checks The Model's Work?46:54 Why AI Agents Get Lazy51:55 File Systems For Agents54:06 What's Next for AI Agent Infrastructure?57:52 Final Thoughts on the Future of AI Agents

    1X's Robot Hands, AI's Essay Wars & Loop Engineering Explained | Lightwork
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Sobre

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. New episodes every Monday morning. Have something you want to hear? Email us at lightwork@lsvp.com.

Informações

  • Criado por
    Lightspeed
  • Anos de atividade
    2026
  • Episódios
    13
  • Classificação
    Livre
  • Copyright
    © Lightspeed
  • Site do podcast
    Lightwork

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