Lightspeed

@lightspeedvp

Serving bold builders of the future. Not an offer to buy/sell securities or investment advisory services. Disclosures: https://t.co/NqUCVhdnhA

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  1. Lightspeed@lightspeedvp
    Today we're announcing over $9B in capital for a new family of funds — our largest raise in 25 years. AI is rewriting the rules. We're backing the founders building what comes next.
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  2. Lightspeed@lightspeedvp
    Only one in five of the 200 U.S. CISOs we surveyed say security takes the lead in setting the rules for AI. That’s 21%, down from 33% in last year’s survey. Most respondents (57%) describe security as one voice among many, alongside compliance, data and legal. For many founders selling AI security tools, one of the first questions is who owns AI risk at the company. Research with @WakefieldStats for @FortuneMagazine Cyber 60, sponsored by @AWSstartups.
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    Lightspeed @lightspeedvp
    The 4th annual Cyber 60 list is here. This year’s list recognizes some of the fastest-growing venture-backed cybersecurity startups in the market, building to advance next-gen infrastructure, AI security, and how we approach threat detection. Congratulations to everyone who made the #Cyber60 list in partnership with @FortuneMagazine and sponsor @AWSstartups. Read our full CISO survey report, conducted with Wakefield Research, which polled 200 CISOs on enterprise AI and where they’ll invest next:
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  3. Lightspeed@lightspeedvp
    The 4th annual Cyber 60 list is here. This year’s list recognizes some of the fastest-growing venture-backed cybersecurity startups in the market, building to advance next-gen infrastructure, AI security, and how we approach threat detection. Congratulations to everyone who made the #Cyber60 list in partnership with @FortuneMagazine and sponsor @AWSstartups. Read our full CISO survey report, conducted with Wakefield Research, which polled 200 CISOs on enterprise AI and where they’ll invest next:
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  4. Lightspeed@lightspeedvp
    Posts @lightspeedvp
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  5. Lightspeed@lightspeedvp
    After leading new revenue and consumer products at X, then building the consumer team at xAI, @evanjones set off to build an AI-powered bank for billions. Tomorrow in Dublin, Evan joins Lightspeed Partner @arfrank to discuss his journey, scaling global companies and what he’s building at @standardecon. Hosted by @dogpatchlabs, it’s set to be a great conversation about how AI can reimagine access to financial services.
    Dogpatch Labs @dogpatchlabs
    From working with Elon Musk at X to helping build xAI, Evan Jones is now building an AI-powered bank for billions. This Thursday, we're welcoming Evan back to Ireland at Dogpatch Labs, interviewed by @lightspeedvp Partner Aaron Frank. Limited places. Apply:
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  6. Dogpatch Labs✓@dogpatchlabs
    From working with Elon Musk at X to helping build xAI, Evan Jones is now building an AI-powered bank for billions. This Thursday, we're welcoming Evan back to Ireland at Dogpatch Labs, interviewed by @lightspeedvp Partner Aaron Frank. Limited places. Apply:
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  7. Lightspeed@lightspeedvp
    Why does so much cybersecurity come out of Israel? Shlomo Kramer traces Israel’s cybersecurity story to units like 8200. Over time, that talent “created its own community,” supported by a “very entrepreneurial spirit.” From Cyber60 with Lightspeed partner @guruchahal
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    Lightspeed @lightspeedvp
    What does it take to build an enduring cybersecurity company? Shlomo Kramer is the co-founder of three. He first co-founded Check Point, which went public in 1996, just three years after they started. He then co-founded Imperva, which went public in 2011. And in 2015, he started @CatoNetworks, which put networking and security into a single cloud service and now sits at over $400 million in ARR. @guruchahal sits down with Shlomo Kramer to discuss how the industry has changed in the past 30 years and where he believes AI is taking it next. Having built through several major shifts in the industry, Shlomo has seen firsthand that the companies that endure are the ones that make security simpler to manage while adapting to new threats. As he puts it, “Over the years, the how has been the silent driver. And when we talk about AI, we talk about how the how meets the what.” Full episode below. @SL202302 0:00 Welcome to the Cyber60 Podcast 2:43 Why Is Israel Dominating Cybersecurity? 3:50 How Cybersecurity Has Evolved 6:03 Why He Founded Cato Networks 9:05 Network Security and Defense 14:11 The Rise of AI-Driven Attacks 16:12 Building vs. Acquiring Companies 17:35 Lessons From Building Three Companies 19:47 Evolving as a Founder and Leader 20:34 Rapid-Fire Questions
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  8. Lightspeed@lightspeedvp
    What does it take to build an enduring cybersecurity company? Shlomo Kramer is the co-founder of three. He first co-founded Check Point, which went public in 1996, just three years after they started. He then co-founded Imperva, which went public in 2011. And in 2015, he started @CatoNetworks, which put networking and security into a single cloud service and now sits at over $400 million in ARR. @guruchahal sits down with Shlomo Kramer to discuss how the industry has changed in the past 30 years and where he believes AI is taking it next. Having built through several major shifts in the industry, Shlomo has seen firsthand that the companies that endure are the ones that make security simpler to manage while adapting to new threats. As he puts it, “Over the years, the how has been the silent driver. And when we talk about AI, we talk about how the how meets the what.” Full episode below. @SL202302 0:00 Welcome to the Cyber60 Podcast 2:43 Why Is Israel Dominating Cybersecurity? 3:50 How Cybersecurity Has Evolved 6:03 Why He Founded Cato Networks 9:05 Network Security and Defense 14:11 The Rise of AI-Driven Attacks 16:12 Building vs. Acquiring Companies 17:35 Lessons From Building Three Companies 19:47 Evolving as a Founder and Leader 20:34 Rapid-Fire Questions
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    Lightspeed @lightspeedvp
    The 4th annual Cyber 60 list is here. This year’s list recognizes some of the fastest-growing venture-backed cybersecurity startups in the market, building to advance next-gen infrastructure, AI security, and how we approach threat detection. Congratulations to everyone who made the #Cyber60 list in partnership with @FortuneMagazine and sponsor @AWSstartups. Read our full CISO survey report, conducted with Wakefield Research, which polled 200 CISOs on enterprise AI and where they’ll invest next:
    53125.2K
  9. Lightspeed@lightspeedvp
    After @CatoNetworks’ first outage, Shlomo Kramer made a point of never finding out which employee caused it. His priority was understanding what went wrong and using the failure to make the company stronger. From Cyber60 with Lightspeed partner @guruchahal
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    Lightspeed @lightspeedvp
    What does it take to build an enduring cybersecurity company? Shlomo Kramer is the co-founder of three. He first co-founded Check Point, which went public in 1996, just three years after they started. He then co-founded Imperva, which went public in 2011. And in 2015, he started @CatoNetworks, which put networking and security into a single cloud service and now sits at over $400 million in ARR. @guruchahal sits down with Shlomo Kramer to discuss how the industry has changed in the past 30 years and where he believes AI is taking it next. Having built through several major shifts in the industry, Shlomo has seen firsthand that the companies that endure are the ones that make security simpler to manage while adapting to new threats. As he puts it, “Over the years, the how has been the silent driver. And when we talk about AI, we talk about how the how meets the what.” Full episode below. @SL202302 0:00 Welcome to the Cyber60 Podcast 2:43 Why Is Israel Dominating Cybersecurity? 3:50 How Cybersecurity Has Evolved 6:03 Why He Founded Cato Networks 9:05 Network Security and Defense 14:11 The Rise of AI-Driven Attacks 16:12 Building vs. Acquiring Companies 17:35 Lessons From Building Three Companies 19:47 Evolving as a Founder and Leader 20:34 Rapid-Fire Questions
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  10. Lightspeed@lightspeedvp
    We’re proud to be leading @daletlabs $7M pre-seed raise as they come out of stealth. Intuition and creativity are reshaping technology interfaces as we know them. @omerbartal built Dalet as an alternative to how people use technology. While the software landscape has often been text-based or developer-forward, the platform renders visual interfaces in real time, changing as the user interacts with them. Omer explains, “Each reaction is tiny. But together they communicate something incredibly rich: where your curiosity is going.” The team has also announced their new product Scene, the first ‘Generative Commerce’ application that could serve as an interactive stream of generated media that depicts lifelike scenes grounded in real, purchasable products. The intent is to bring the fragmented consumer journey into one continuous experience. For Omer, a user’s engagement with technology should be just as valuable as the software itself. Congratulations to Omer and the entire Dalet team on this raise! CC: @lisabethhan
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    Omer Bar Tal @omerbartal
    We raised a $7M pre-seed to make shopping fun again. @daletlabs generates media just for you: like walking into a mall built around your taste. And you can buy everything in-app. Built by researchers from Google, Runway and MIT. Backed by @lightspeedvp and amazing angels.
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  11. Omer Bar Tal✓@omerbartal
    We raised a $7M pre-seed to make shopping fun again. @daletlabs generates media just for you: like walking into a mall built around your taste. And you can buy everything in-app. Built by researchers from Google, Runway and MIT. Backed by @lightspeedvp and amazing angels.
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  12. Lightspeed@lightspeedvp
    We’re excited to triple down on Casap in its $56M Series B. Casap uses specialized AI agents to help financial institutions resolve disputes faster, reduce fraud losses, and deliver better customer experiences. For decades, the quality of service a financial institution could deliver was limited by resource constraints and costs. Resolving a disputed transaction or investigating suspected fraud required specialized coordination across fragmented systems. Casap’s technology aims to fundamentally change that equation. Since we first backed co-founders @shanthi_peace and Saisi in 2024, the team has grown revenue 10X in the last year alone and expanded to work with 100+ financial institutions. With this new funding, Casap is bringing its agentic approach beyond disputes to fraud, collections, claims, and more. Congratulations to the entire team! Cc: @arfrank, @jmover,and @seisler1
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  13. Lightspeed@lightspeedvp
    Posts @lightspeedvp
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  14. Lightspeed@lightspeedvp
    The AI agents companies deployed to move faster are also a potential security threat for CISOs. In our latest survey of 200 U.S. CISOs, compromised or hijacked AI agents acting inside company environments tied with AI-generated phishing and deepfakes as the top AI-related security concerns. Each was selected by 51% of respondents. Three of the top five concerns involve agents, including the credentials they use and the tools and integrations they rely on. For security teams, that means knowing which agents are operating and controlling what they can access. Research with @WakefieldStats for @FortuneMagazine Cyber 60, sponsored by @AWSstartups.
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    Lightspeed @lightspeedvp
    The 4th annual Cyber 60 list is here. This year’s list recognizes some of the fastest-growing venture-backed cybersecurity startups in the market, building to advance next-gen infrastructure, AI security, and how we approach threat detection. Congratulations to everyone who made the #Cyber60 list in partnership with @FortuneMagazine and sponsor @AWSstartups. Read our full CISO survey report, conducted with Wakefield Research, which polled 200 CISOs on enterprise AI and where they’ll invest next:
    53121.4K
  15. Lightspeed@lightspeedvp
    Posts @lightspeedvp
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  16. Lightspeed@lightspeedvp
    Lightspeed
    RT @guruchahal: Attackers are already using AI agents. How quickly can defenders get protection in place? For the season two premiere of Cyber 60, I caught up with @CatoNetworks co-founder and CEO Shlomo Kramer. He shared this story about a customer with 5,000 security appliances across 5,000 stores. Even if the vendor were lightning fast with patches, someone still has to deploy them. And so while you can build the smartest AI in the world, you still need the architecture to get that protection out fast enough. That architecture took Cato years to build. As he put it: “Being able to hold the contrarian approach for a long time is perhaps the single most important thing for an entrepreneur.” If you’re building in cyber, you’ll want to hear his take on what needs to change for defenders to keep up. @lightspeedvp
    Lightspeed @lightspeedvp
    What does it take to build an enduring cybersecurity company? Shlomo Kramer is the co-founder of three. He first co-founded Check Point, which went public in 1996, just three years after they started. He then co-founded Imperva, which went public in 2011. And in 2015, he started @CatoNetworks, which put networking and security into a single cloud service and now sits at over $400 million in ARR. @guruchahal sits down with Shlomo Kramer to discuss how the industry has changed in the past 30 years and where he believes AI is taking it next. Having built through several major shifts in the industry, Shlomo has seen firsthand that the companies that endure are the ones that make security simpler to manage while adapting to new threats. As he puts it, “Over the years, the how has been the silent driver. And when we talk about AI, we talk about how the how meets the what.” Full episode below. @SL202302 0:00 Welcome to the Cyber60 Podcast 2:43 Why Is Israel Dominating Cybersecurity? 3:50 How Cybersecurity Has Evolved 6:03 Why He Founded Cato Networks 9:05 Network Security and Defense 14:11 The Rise of AI-Driven Attacks 16:12 Building vs. Acquiring Companies 17:35 Lessons From Building Three Companies 19:47 Evolving as a Founder and Leader 20:34 Rapid-Fire Questions
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  17. Lightspeed@lightspeedvp
    Posts @lightspeedvp
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  18. Lightspeed@lightspeedvp
    American companies trying to beat each other on cost could become a distribution advantage for Chinese AI. “The reality is that there are many American companies using some form of a Chinese open source model internally,” says Lightspeed partner @theamberyang. As those models get cheaper and more efficient, the pressure to adopt them grows. With Machiz on Lightwork
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