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