
Lightspeed Venture Partners
Lightspeed Management Company (LSVP); registered investment adviser (converted to RIA to hold more late-stage/secondary positions)
Multi-stage AI from seed to megadeal — $5.5B+ deployed across 165+ AI-native startups, plus the ability (as an RIA) to write huge late-stage checks into the frontier labs. Breadth across the AI stack rather than one flagship.
Size$40B
TypeVC
Top holdingAnthropic
Positions
Key positions
Anthropic
Was the largest investor in Anthropic's $3.5B Series E; a ~$2B megadeal cemented its AI ambitions
SpaceX (xAI)
Frontier-model position
Mistral AI
European open-weight frontier lab
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QAI analysis
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