Lightwork

Claire Zau and Josh Machiz break down a week where AI pushed into two of the most consequential spaces yet: the human brain and the science lab. First, the AI infrastructure boom is now showing up in your shopping cart. Memory manufacturers are shifting production toward the high-bandwidth memory AI data centers need, and the result is a structural shortage driving up the price of consoles, laptop...

Claire Zau and Josh Machiz dig into a week that put AI's biggest players under the microscope. Meta reshuffled thousands of engineers into new roles many described as soul-crushing, and the internal fallout went public fast. ChatGPT crossed a milestone nobody expected this soon, losing its majority share of the global AI assistant market for the first time ever. And in the same 48 hours, Googl...

This week, Claire and Josh break down Snap's $2,195 bet on life after the smartphone, Jeff Bezos stepping back into an operator seat with Prometheus, a new AI company that raised $18B to build AI for the physical world, and SpaceX closing the largest IPO in history before turning around and acquiring Cursor for $60 billion. Lightspeed growth partner James Ephrati joins to walk through his obse...

Join us as Claire Zau and Josh Machiz discuss one of the most powerful AI model ever released to the public (now with brakes built in), Apple rebuilding Siri with help from Google's Gemini, and SpaceX opening for trading in the largest IPO in history. Plus a quiet milestone with loud implications, as AI agents now generate more web traffic than actual people. Lightspeed co-founder Ravi Mhatre...