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E60: How Lightspeed Invests in AI and Beyond with Arif Janmohamed
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This week on Turpentine VC, Erik Torenberg is joined by Arif Janmohamed, partner at Lightspeed Ventures to dive into the world of AI investment. They explore Lightspeed's evolution from a strong focus on enterprise early-stage investing to becoming a global multi-stage firm with a $7 billion capital reach. Arif shares insights on identifying market opportunities, their frameworks for investing in AI, and the future of cybersecurity.
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LINKS:
Lightspeed: https://lsvp.com/
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TIMESTAMPS:
(00:00) Intro
(01:06) History and Evolution of Lightspeed Ventures
(03:16) Lightspeed's global and multi-sector approach
(06:12) AI investing at Lightspeed
(08:24) Foundation models and AI applications
(12:09) Sponsors: Rippling | Carta
(14:19) The future of AI and enterprise software
(18:25) AI in corporate travel
(19:00) AI agents in enterprise
(19:35) The future of work with AI
(21:19) Historical tech shifts and AI
(21:42) Sponsor: Squad
(22:48) Market timing and investment
(23:19) AI's impact on business models
(27:36) Cybersecurity in the AI era
(32:09) Global entrepreneurship
(33:13) Wrap
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