E60: How Lightspeed Invests in AI and Beyond with Arif Janmohamed

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