Best Lightspeed Venture Partners Podcasts (2025)

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Episode 23: Barry Eggers, Co-Founder and Partner of Lightspeed Ventures 48:29

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25d ago48:29

48:29

Send us a text In this episode, we sit down with Barry Eggers, Co-Founder and Partner at Lightspeed Venture Partners. We are going to explore his journey from Silicon Valley’s early days, to leading one of the most influential venture firms. We dig into the founding of Lightspeed, starting the M&A practice at Cisco, the story of Snapchat, his inves…

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Alfred Lin on Airbnb, DoorDash, OpenAI & Citadel Securities 44:28

1d ago44:28

44:28

Alfred Lin, Partner at Sequoia Capital and three-time #1 Midas List investor, has backed some of the most transformative companies of the past two decades. His portfolio spans early bets on Airbnb, DoorDash, Uber, Zipline, Kalshi, and Commure to growth-stage partnerships with OpenAI and Citadel Securities, consistently identifying founders and busi…

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Inside Sequoia’s Strategy: Alfred Lin on Company Building & Partnering Long-term 34:55

4d ago34:55

34:55

Sequoia Partner Alfred Lin joins Sourcery to share how one of the world’s most iconic venture funds, which has distributed over $43B to investors since 2020, continues to back outlier founders at the earliest stages. Sequoia just launched its latest early stage funds: Seed Fund VI: $200M and Venture Fund XIX: $750M, to continue partnering with the …

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Inside Coatue: $70B Hedge Fund’s AI & Retail Strategy 1:06:46

8d ago1:06:46

1:06:46

Michael Barton, Sector Head at Coatue, joins Sourcery to unpack how one of the world’s largest hedge funds is navigating tectonic shifts in markets. From the Gamestop meme stock saga and the rise of retail investors, to Coatue’s $70B multi-strategy platform across public equities, privates, and credit, Barton shares a behind-the-scenes view into ho…

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Elad Gil, Jared Kushner & Eric Wu on AI in Business | Brain Co 36:01

11d ago36:01

36:01

Elad Gil joins Sourcery to unpack the story behind Brain Co, his new AI incubation venture with Jared Kushner (Affinity Partners) and Eric Wu (Opendoor). Brain Co was founded to solve a glaring problem: Fortune 100s and government institutions desperately want AI adoption but lack the engineering depth and infrastructure to make it real. Backed by …

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Elad Gil Explains Why 90% of Startups Fail in Every Tech Cycle 37:52

14d ago37:52

37:52

Elad Gil, of Gil Capital and Gil & Co, aka one of Silicon Valley’s most influential investors, sits down with Molly O’Shea to unpack it all.. from the 1999 IPO boom to the AI bubble, and what it really takes to build durable companies across cycles. Elad has backed more than 200 companies, from Stripe, Airbnb, and Coinbase to next-gen AI leaders li…

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Tanay Kothari: Creating a Post-Keyboard Future 45:53

15d ago45:53

45:53

In this episode of Generative Now, Lightspeed Partner Michael Mignano sits down with Tanay Kothari, the co-founder and CEO of Wispr Flow, an AI-powered voice dictation platform. Tanay traces his path from building dozens of apps as a teen in Delhi to now, and how those experiences inspired him to make one of the first “zero-edit” voice products. Ta…

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Inside The $2.2B AI Research Accelerator | Turing 49:57

21d ago49:57

49:57

AI has eaten the internet, data labeling is so over, and $30 trillion of human work is on the verge of automation. Jonathan Siddharth, Founder & CEO of Turing, joins Sourcery to break down the power shift in AI training — from commodity data labeling to expert research — positioning Turing apart from AI data providers like Scale AI, Mercor, & Surge…

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Base Power Raises $1B led by Addition, with Trust Ventures, Valor Equity, Thrive, Lightspeed, a16z, Altimeter, Stepstone, Elad Gil 37:37

23d ago37:37

37:37

At just 2 years old, Base Power has become one of the fastest-growing distributed energy companies in the U.S. Founded by Zach Dell and Justin Lopas, the company just announced a $1 billion Series C led by Addition. All other major investors are re-investing, including Trust Ventures, Valor Equity Partners, Thrive, Lightspeed, a16z, Altimeter, Step…

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Epirus & Galvanick CEOs on the Future of Defense & Cyberattacks 53:45

26d ago53:45

53:45

Andy Lowery, CEO of Epirus, & Joshua Steinman, CEO of Galvanick, join Molly O’Shea to break down the next frontier of defense, from drone swarms to industrial cyber threats. Epirus has raised over $550M from StepStone, General Dynamics, T. Rowe Price, Gaingels, and 8VC, building its Leonidas™ solid-state, high-power microwave weapon to counter dron…

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What Gets You Funded in AI: Insights from Felicis, 500 Global & Mayfield 44:25

27d ago44:25

44:25

Astasia Myers (Felicis), Tony Wang (500 Global), & Patrick Salyer (Mayfield) joined Sourcery’s Molly O’Shea at the Startup Grind AI Summit, presented with Mayfield & Snowflake, for a conversation on what it really takes to raise from Seed to Series A in AI. Together they unpack the realities of fundraising in AI today—from what traction truly looks…

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Inside the Black Box: The Urgency of AI Interpretability 1:02:17

29d ago1:02:17

1:02:17

Recorded live at Lightspeed’s offices in San Francisco, this special episode of Generative Now dives into the urgency and promise of AI interpretability. Lightspeed partner Nnamdi Iregbulem spoke with Anthropic researcher Jack Lindsey and Goodfire co-founder and Chief Scientist Tom McGrath, who previously co-founded Google DeepMind’s interpretabili…

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17x Midas List VC Navin Chaddha on The 100x AI Opportunity 49:09

1M ago49:09

49:09

Navin Chaddha, Managing Partner of Mayfield, has guided more than 80 companies to positive outcomes. During his venture capital career, Navin has invested in over 60 companies, of which 18 have gone public and 27 have been acquired. Creating $120B+ in equity value and over 40,000 jobs. Navin has been named to the Forbes Midas List 17 times (Top 5 i…

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Joby, Dirac & Allen Control: The Future of Air, AI & Defense Tech 51:15

1M ago51:15

51:15

America’s industrial base is being rebuilt by a new generation of founders at the intersection of aerospace, AI, and defense. In this Sourcery episode, host Molly O’Shea sits down with three leaders driving the reindustrialization movement, Eric Allison (Chief Product Officer, Joby Aviation), Filip Aronshtein (CEO, Dirac), and Steve Simoni (Preside…

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Factory Raises $50M from NEA, Sequoia Capital, NVIDIA, & JPMorgan 58:07

1M ago58:07

58:07

Factory just raised a $50M Series B from NEA, Sequoia Capital, NVIDIA, and JPMorgan, alongside angels like Frank Slootman, Nikesh Arora, and Aaron Levie. The company is pioneering agent-native development with its flagship “Droids” — autonomous software engineering agents that can handle everything from migrations and refactors to testing, document…

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Keith Rabois: Lessons from PayPal Mafia, $OPEN, & Investing 38:23

1M ago38:23

38:23

Keith Rabois, Opendoor ($OPEN) co-founder & newly appointed Board Chair, Managing Director at Khosla Ventures, & a core member of the PayPal Mafia, joins Sourcery for a masterclass on talent, culture, and contrarian thinking. “You don't want to be the best in the world at what you do. You want to be the only one who does what you do.” Paraphrasing …

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From Periscope to Macroscope: Kayvon Beykpour’s Vision for AI-Powered Development 1:02:51

1M ago1:02:51

1:02:51

In this episode of Generative Now, Lightspeed Partner Michael Mignano sits down with Kayvon Beykpour, co-founder and CEO of Macroscope, which launches today, and the former co-founder of Periscope. They dive into how Macroscope will serve as an “understanding engine” for software companies, giving leaders real-time visibility and saving engineers t…

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Keith Rabois on Opendoor ($OPEN) Activist Turnaround 24:00

2M ago24:00

24:00

Keith Rabois, Opendoor ($OPEN) co-founder & newly appointed Board Chair, Managing Director at Khosla Ventures, and a core member of the PayPal Mafia, joins Sourcery to discuss the activist turnaround being led at Opendoor. Opendoor just named former Shopify executive Kaz Nejatian as CEO, with Rabois returning to reshape the company’s cost structure…

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Klarna's IPO CEO Sebastian Siemiatkowski 1:00:14

2M ago1:00:14

1:00:14

Klarna CEO Sebastian Siemiatkowski joins Sourcery on the eve of their IPO to share the ultimate comeback story — from billion-dollar losses to profit, the hard layoffs, the AI rebuild, and why he let employees lead the charge with new tools. Recorded at the NYSE, this might be the best Sourcery interview to date. We cover how Klarna balances playfu…

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EXCLUSIVE: Quantum’s SpaceX Moment? Ashlee Vance on PsiQuantum’s Moonshot 25:39

2M ago25:39

25:39

EXCLUSIVE: Quantum’s SpaceX Moment? Ashlee Vance on PsiQuantum’s Moonshot Core Memory creator, Silicon Valley’s Science Expert, & once–quantum skeptic Ashlee Vance sits down with PsiQuantum’s Co-Founder & CSO Pete Shadbolt for a candid, wide-ranging conversation. After touring PsiQuantum’s secretive labs—more than five years after first covering th…

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PsiQuantum’s $1B Series E, Nvidia, & the Race to 1 Million Qubits 1:57:47

2M ago1:57:47

1:57:47

Pete Shadbolt, Chief Scientific Officer & Co-Founder of PsiQuantum, unpacks the company’s landmark $1 billion Series E, bringing total funding to nearly $2 billion & valuing the company at $7 billion. Backed by BlackRock, Temasek, Baillie Gifford, and Nvidia’s venture arm, PsiQuantum is doubling down on its radical bet: you need 1 million qubits to…

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Ashlee Vance: Stories from Elon, Palmer Luckey, Bryan Johnson & Priscilla Chan 30:32

2M ago30:32

30:32

Ashlee Vance, best known as Elon Musk’s biographer, and now the creator of Core Memory, a frontier podcast and video series exploring space, science, and technology, joins Sourcery for a fun behind-the-scenes (BTS) on his most high profile guests. We talk about why Ashlee shifted from journalist to founder, his vision for Core Memory, and the guest…

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The CEOs Behind America’s Next Frontier in Air & Sea Travel 1:12:31

2M ago1:12:31

1:12:31

Adam Goldstein (CEO of Archer), Billy Thalheimer (CEO of REGENT), and Mitch Lee (CEO of Arc) join Molly O’Shea to talk flying cars, flying boats, and the electrification of air & sea travel. Archer is scaling its Midnight aircraft for urban air taxis and defense applications; REGENT is launching high-speed seagliders that combine boats and planes; …

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Fired by Elon, Meta & Wendy’s, Now Raising Millions for Hello Patient 55:22

2M ago55:22

55:22

*WARNING* Alex Cohen has one of the wildest founder journeys in tech. Fired by over 11 companies—including Elon Musk’s X, Meta, CrowdStrike, and even Wendy’s—he’s now the founder and CEO of Hello Patient, an AI platform transforming how healthcare practices engage with patients. In this conversation, Alex and Molly O’Shea dive into his underdog sto…

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Apple in China: The Capture of the World's Greatest Company | Patrick McGee 25:06

2M ago25:06

25:06

Patrick McGee, author of Apple in China: The Capture of the World’s Greatest Company, joins Molly O’Shea to unpack his latest bestseller. McGee explains how Apple, once days away from bankruptcy, was saved by Tim Cook’s decision to move manufacturing to China. Tim Cook’s nearly trillion-dollar bet created the most advanced supply chain in history —…

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How The Thiel Fellowship Created $750B+ In Value | Ethereum, Figma, OYO 1:05:48

2M ago1:05:48

1:05:48

In just over a decade, The Thiel Fellowship has produced more than $750B* in value creation, with a 13.79% unicorn hit rate. Fellows launched some of the most important companies of the 21st century — Vitalik Buterin’s Ethereum, Dylan Field’s Figma, Lucy Guo’s Scale AI, Ritesh Agarwal’s OYO, Laura Deming’s Longevity Fund, and more. In this episode…

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Inside OpenAI’s $500B Valuation | Altimeter’s Largest Bet 59:15

2M ago59:15

59:15

With $10B+ in AUM, Altimeter has made their largest bet in its history on OpenAI. Known for disciplined bets in generational companies like Snowflake, SpaceX, Anduril — and now OpenAI, the firm is now fully committed to the AI supercycle. In this episode, Apoorv Agrawal, Partner at Altimeter focused on AI and software, joins Molly O’Shea to break d…

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Walk & Talk Episode: Semil Shah on AI Superteams, Meta’s Bold Moves, and Apple’s Missed Shots 56:31

2M ago56:31

56:31

In this special episode of Generative Now, Lightspeed Partner Michael Mignano talks with Semil Shah, founder and partner of Haystack VC and partner at Lightspeed. Together, they have a wide-ranging, unfiltered conversation on the state of AI, venture capital, and the future of media. They get into everything from Meta’s high-stakes AI talent spree …

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How 8VC Builds Billion-Dollar Companies | Palantir, Addepar, Saronic 57:46

2M ago57:46

57:46

With $6B+ in AUM, 8VC has taken a different approach to venture capital: instead of just funding startups, they also build them. Founding Partner Drew Oetting joins Sourcery to unpack 8VC’s infamous “Build” Program, where nearly 30% of the fund’s capital goes into companies they co-found. With a track record of creating 28 companies—including Affin…

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How to Build a $100M+ Cult Brand: Sophia Amoruso on Nasty Gal, Girlboss & Trust Fund 52:33

2M ago52:33

52:33

Sophia Amoruso is more than a founder, she’s a cultural icon. She built Nasty Gal from an eBay store into a $350M fashion powerhouse, bootstrapping to $28M in revenue, owning 80% at peak valuation, & crossing $100M in sales before VC funding led to bankruptcy. At the same time, she created GirlBoss—one of the first major movements for women in busi…

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Rainmaker’s Secret AI Plan for Superintelligent Weather 47:53

3M ago47:53

47:53

In this episode of Sourcery, Augustus Doricko (Rainmaker) & Alex Levy (Atmo) break down how they’re reengineering the weather to solve one of humanity’s biggest challenges: freshwater scarcity. Rainmaker delivers water to farms, ecosystems, and watersheds through a modern precipitation enhancement system—combining radar validation, AI modeling, wea…

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How The Rarest Company On Earth Raised $75M 38:41

3M ago38:41

38:41

Vulcan Elements CEO John Maslin joins Sourcery to announce their $65M Series A led by Altimeter (Brad Gerstner, Erik Kriessmann) with participation from One Investment Management (Rajeev Misra) to build the most advanced rare earth magnet factory in America—fully decoupled from China. Bringing their total funding to $75M. We cover why rare earth ma…

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Nuclear Race to Power AI: Valar Atomics, Fuse, Not Boring 49:58

3M ago49:58

49:58

Isaiah Taylor (Valar Atomics), JC Btaiche (Fuse), & Packy McCormick (Not Boring) join Molly O’Shea to explore how nuclear energy—fission and fusion—is at the heart of America's industrial resurgence and the race for AI dominance. Isaiah unpacks Valar Atomic’s plan to scale modular fission reactors across the U.S., breaking decades of regulatory sta…

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Carta’s Path to $500M ARR, Raising $1B, & Why PE is The Future | Henry Ward, CEO 36:43

3M ago36:43

36:43

Henry Ward, CEO of Carta, joins Sourcery to share how the company scaled to nearly $500M in ARR, raised $1B across seven rounds, and evolved from a startup serving cap tables to a platform targeting massive markets like private equity and private credit. Ward discusses the Peter Thiel-inspired strategy of dominating small markets before expanding, …

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Peter Thiel’s $50M Bet on American Nuclear Fuel, General Matter 32:20

3M ago32:20

32:20

Scott Nolan, Founder & CEO of General Matter and Partner at Founders Fund, joins Sourcery to break down America’s urgent need to rebuild its nuclear fuel supply chain. With $50 million in funding led by Founders Fund, General Matter is developing U.S.-based production of HALEU (high-assay low-enriched uranium), the nuclear fuel critical for powerin…

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Winning the AI Race & Reindustrialization | Christian Garrett, 137 Ventures 24:24

3M ago24:24

24:24

Christian Garrett, Partner at 137 Ventures and Co-Founder of the Hill & Valley Forum, returns to Sourcery for a deep dive into Winning the AI Race—a high-stakes summit bringing together Trump, J.D. Vance, top tech CEOs, and government leaders to chart America’s AI future. In this fast-moving conversation, Christian breaks down how AI is driving rei…

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How Vise Hit $22B in Platform Assets, Reshaping The $83T Wealth Industry 58:06

3M ago58:06

58:06

Samir Vasavada joins Molly O'Shea on Sourcery to share how he and his co-founder Runik Mehrotra launched Vise as teenagers and scaled it to over $22 billion in platform assets with their leanest team ever: just about 40 people. After a record-breaking Q2 and 1275% YoY growth, Vise is leading the shift to Wealth 3.0 with personalized, automated port…

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Rahul Vohra: Building AI Tools That Save Us Time 43:14

3M ago43:14

43:14

In this episode of Generative Now, Lightspeed Partner Michael Mignano sits down with Rahul Vohra, founder of the email client Superhuman, to unpack the future of AI-powered productivity. Rahul shares the origin story of Superhuman, how game design principles shaped its blazing speed and keyboard-first UX, and why time—not email—is the real problem …

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Nat Friedman Leads $15M in Superintelligence Insurance Company | AIUC 53:59

3M ago53:59

53:59

Rune Kvist, CEO & Founder of the Artificial Intelligence Underwriting Company (AIUC), joins Sourcery to break down how his team is building the confidence infrastructure for AI adoption — and why every AI agent will soon need to be certified and insured. AIUC just came out of stealth with a $15M seed round led by Nat Friedman (NFDG), with participa…

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How Palantir Is Modernizing the Military With AI 36:32

3M ago36:32

36:32

Greg Little, Senior Counselor at Palantir, joins Sourcery to discuss how AI is reshaping national defense, why America must rebuild its manufacturing base, and the urgent need to weaponize capitalism. He shares a Game of Thrones-inspired breakdown of the defense ecosystem—from Lockheed to startups—and how Palantir’s tools are driving outcomes acros…

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Hadrian Raises $260M Series C Led by Founders Fund & Lux Capital; A Turning Point for U.S. Manufacturing 32:48

4M ago32:48

32:48

Chris Power, CEO of Hadrian, returns to Sourcery to break down the company’s newly announced $260M Series C.. bringing Hadrian’s total investment to ~$500M since founding the company in 2020. This round was closed in 3 weeks, with equity led by Delian Asparouhov of Founders Fund and Lux Capital, alongside a factory expansion loan facility from Morg…

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Scott Belsky & Steve Jang: From AI Chatbots to Copilots 45:47

4M ago45:47

45:47

In this episode of Generative Now, Lightspeed Partner Michael Mignano sits down with two co-investors: Steve Jang, Co-Founder and Partner at Kindred Ventures, and Scott Belsky, Partner at A24 and founder of A24 Labs. Together they explore the current state and future of consumer AI, from why most products still look like chatbots, to what’s next in…

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Inside AI Policy with FAI’s Chief Economist Sam Hammond 41:29

4M ago41:29

41:29

In this episode, Lightspeed Partner Michael Mignano sits down with the Foundation for American Innovation’s Chief Economist Sam Hammond to talk AI policy. Sam breaks down the key infrastructure needed for AI developments and how policymakers are adapting to rapid technological change. He also shares insights on AI training data and fair use, workfo…

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How Brex Hit $100B+ in TPV | M&A & Road to IPO 1:35:14

4M ago1:35:14

1:35:14

Art Levy, Chief Business Officer at Brex, the $12.3 billion modern finance behemoth, breaks down why we’re seeing a Golden Age of M&A, with mega-acquisitions, reverse acqui-hires, and aggressive consolidation across the AI landscape. From Meta’s $14B 49% stake in Scale AI, to Google’s $32B Wiz deal, & Stripe’s aggressive crypto rail strategy, Art o…

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Inside a16z’s $15M Bet on Cluely: Lead Investor Bryan Kim Reveals All 1:12:08

4M ago1:12:08

1:12:08

Bryan Kim, Partner at Andreessen Horowitz (a16z), focuses on early-stage investments in consumer and application-layer AI. He has invested in some of the most prolific consumer companies like: Captions, ElevenLabs, BeReal, Function Health, and more. One of his recent investments is viral phenomenon, Cluely, a controversial San Francisco-based AI st…

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Julie Bornstein: Building the Future of Fashion with AI 43:46

4M ago43:46

43:46

In this episode of Generative Now, Lightspeed partner Michael Mignano sits down with the former Stitch Fix COO and founder of The Yes, Julie Bornstein. They talk about Julie’s latest venture: Daydream, an AI-powered fashion discovery engine built for the LLM era. Julie shares how her decades at Nordstrom, Sephora, and Pinterest shaped her vision, w…

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How Jack Altman Hit 100x Growth With Uncapped: AI, VC, Founders 51:26

4M ago51:26

51:26

Jack Altman built Lattice into a multi-billion-dollar category leader, raising hundreds of millions along the way. Now he runs Alt Capital, backing 25 bold AI startups out of the $150M AUM fund III. This includes existing portfolio companies like Antares, Owner.com, David AI, Retell AI and more. In addition to that, we breakdown Jack’s new podcast …

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Bucky Moore: The Next Decade of AI Infrastructure 48:17

4M ago48:17

48:17

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 reinforceme…

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Cluely Raises $15 Million From a16z | Roy Lee, Founder & CEO 54:19

4M ago54:19

54:19

Roy Lee, Founder & CEO of Cluely, announces their $15M from Andreessen Horowitz to build what they call the most viral AI startup in the world. In this deep dive, we break down their product, business model, fundraising strategy, controversial stunt marketing playbook, and what it means to scale with creator-led growth. With over $20M in total fund…

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Moritz Baier-Lentz: How AI Is Rewriting the Rules of Gaming 42:44

4M ago42:44

42:44

This week, Lightspeed Partner Mike Mignano sits down with Moritz Baier-Lentz, Partner and Head of Gaming and Interactive Media at Lightspeed. From the world’s #1 ranked Diablo II player to Goldman Sachs banker to VC, Moritz has lived multiple lives—all shaped by a deep passion for games. In this episode, Moritz joins Michael Mignano to talk about t…