Lightspeed

Serving bold builders of the future.

Not an offer to buy/sell securities or investment advisory services. Disclosures:

[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.

[Lightspeed @lightspeedvp]

@tryramp Read more about Ramp here: https://t.co/HNmGH1YKK0

[Lightspeed @lightspeedvp]

Finances shouldn’t be fragmented.

We're excited to double down in @tryramp for their recent $750M Series F, bringing their total valuation to $44B.

Just yesterday, the company also launched “Stack,” an AI operating system designed to assist accounting firms. Stack aims to do all the necessary back-end work, accessing multiple workflows and automating the process with strong guardrails.

70,000+ businesses trust Ramp with their financial management. This new feature adds to the already expansive toolkit for a company redefining the financial frontier.

We’re thrilled to continue our partnership with such an innovative company. Congratulations to @eglyman, @karimatiyeh, and the entire Ramp team!

CC: @wakohler, @sach_pat, Justin Shen, James Ephrati, @jmover, and @lisabethhan.

[Lightspeed @lightspeedvp]

As agents take on more responsibility, reliability becomes critical.

@raindrop_ai is working to prevent that.

They just released Raindrop 2.0 to help build fixes out of failures. Their “self-healing” agent loop evaluates multiple angles of the problem, with the goal of preventing it from happening again.

We first invested in Raindrop in 2025, and co-founders @alexisgauba, @benhylak, and @snarkyzk have continued to innovate with agents in production.

As more businesses turn to agents, tech like this that can help improve quality and durability becomes indispensable in the stack.

[ben hylak @benhylak]

today, we’re excited to announce raindrop 2.0: self-healing agents.

we now train custom models that autonomously detect hidden issues with your agent.

i could tell you all about it, but wouldn’t you rather hear it from someone… else?

[Lightspeed @lightspeedvp]

Read more about Helion here: https://t.co/fXPlSDyPS3

[Lightspeed @lightspeedvp]

The race to unlock fusion power is heating up.

@Helion_Energy is a fusion power company with a mission of producing a clean, zero-carbon electricity source. Two years ago, they launched their 7th-generation prototype, Polaris, and are now building their first fusion power plant in Washington.

We believe their progress in fusion power is remarkable, and that’s why we participated in their recent $465M Series G. This latest round brings Helion’s total valuation to $1.5B, reaching $15.5B post-money.

We believe a clean, reliable energy source is on the horizon, and that Helion is positioned to help lead the charge.

CC: Lightspeed partners @ravi_lsvp and @ravirajjain

[Lightspeed @lightspeedvp]

@eglyman Congratulations! 👏

[Lightspeed @lightspeedvp]

@suno CC: @lisabethhan

[Lightspeed @lightspeedvp]

@suno Read more about Suno here: https://t.co/MesnHHnb2b

[Lightspeed @lightspeedvp]

We’re tripling down on our investment in @suno.

After leading Suno’s Series B in 2024, we're proud to invest again in their $400M Series D, which brings the company’s post-money valuation to $5.4B.

Suno is a company that allows anyone, regardless of skill level, to create music. The AI platform was built to increase access to music creation. Now, videos using songs made with Suno are going viral.

AI has the potential to make a major impact on accessibility to the arts. Suno is a great example of this, offering users a platform to express themselves through music.

Congratulations to the Suno team on their growth! We believe the platform has big potential, and are looking forward to seeing how Suno will continue to progress.

CC: @bsomaia

[Lightspeed @lightspeedvp]

See the full list and a presentation of the report here: https://t.co/e9mCk6B5T8

[Lightspeed @lightspeedvp]

Behind every AI breakthrough is an infrastructure layer making it possible.

The @redpoint InfraRed 100 List is here, recognizing 100 transformative companies building that critical layer.

We’re thrilled to announce that 27 Lightspeed-backed companies have been included in this year’s list.

Congratulations to: @AnthropicAI, @AWNetworks, @chainguard_dev, @ClickhouseDB, @cyera_io, @databricks, @docker, @elevenlabs, @emergentlabs*, Eon, @exaailabs, @FireworksAI_HQ, @glean, @grafana, @inferact, @judgmentlabs, @mistralai, @nexthopai, @PatronusAI, @raindrop_ai, @reactorworld, ScaleOps, @semgrep, @getsphinx, @stripe, @supabase, and @temporalio.

Lightspeed is proud to back teams that are working to help power the future of intelligence.

*Emergent is a portfolio company of Lightspeed India Partners ("LSIP"), a separate and distinct investment advisory entity from Lightspeed Management Company, L.L.C. ("LSVP"). LSVP and LSIP are not a unitary enterprise.

[Lightspeed @lightspeedvp]

Check out the full list here: https://t.co/BiuQ4MHhSN

[Lightspeed @lightspeedvp]

Notable Capital (@notablecap) revealed this year’s Rising in Cyber List, highlighting some of the most promising private cybersecurity companies.

The list makes one thing especially clear: AI is revolutionizing how CISOs think about their core technology.

We are proud of our portfolio companies included in the list. Congratulations to @1Password, @cyera_io, @descopeinc, @EndorLabs, @OligoSecurity, and Lightspeed India’s @pdiscoveryio.

As AI evolves, so does the need for secure systems. Excited to back the teams helping write the playbook for this new age.

[Lightspeed @lightspeedvp]

@AnthropicAI @DarioAmodei @DanielaAmodei Additional news: Claude Opus 4.8 is here! Exciting development from the @AnthropicAI team!
https://t.co/rCEvRigph4

[Claude @claudeai]

Introducing Claude Opus 4.8: it builds on Opus 4.7 with sharper judgment, more honesty about its own progress, and the ability to work independently for longer than its predecessors.

Available today at the same price.

[Lightspeed @lightspeedvp]

Two years ago, we first invested in @AnthropicAI's Series D. Today, we’re proud to continue that journey by participating in their $65B Series H round.

@DarioAmodei, @DanielaAmodei, and the team are have been working to deliver products and infrastructure with the potential to reshape how people live and work every day.

Since their last raise, Anthropic’s total post-money valuation has more than doubled, now reaching $965B

As the company grows, so does its magnitude.

Congratulations to the entire team on this milestone. Anthropic continues innovating at a pace that pushes the boundaries of what is possible with AI.

CC: @ravi_lsvp, @guruchahal, Sebastian Duesterhoeft

[Lightspeed @lightspeedvp]

@AnthropicAI @DarioAmodei @DanielaAmodei Learn more about the raise here: https://t.co/BODGHqANy2

[Lightspeed @lightspeedvp]

@jainarvind @glean Congrats to @glean on hitting $300M ARR! 👏

[Lightspeed @lightspeedvp]

@reactorworld @AmplifyPartners @wndrco @Sky9Capital @FPVventures Congratulations, Reactor team! 🎉

[Lightspeed @lightspeedvp]

Read more about Reactor here: https://t.co/8yJddNFmXa

[Lightspeed @lightspeedvp]

AI has gone from generating words to generating worlds.

@reactorworld is a real-time generative video platform built for developers. Their infrastructure layer enables users to work with scaling and production in mind. Co-founders @taiuti and @_bschmidtchen previously worked as technical leads on the Apple Vision Pro. Now, they're bringing their world model expertise to Reactor.

We’re thrilled to announce that we led their $59M Series A as they emerge from stealth, and we can’t wait to see how they continue building.

We believe world models have the potential to be the next wave of AI, as they let people step into and experience their creations.

Reactor is working to fortify the software foundation to keep up.

CC: Lightspeed Partners @buckymoore and @theamberyang