The firm has also positioned itself as a predominantly AI-focused investor. Lightspeed claims to have backed 165 AI-native companies, including Anthropic, xAI, Databricks, Mistral, Glean, Abridge, and Skild AI.
Lightspeed’s new capital is spread across six funds, including a $3.3 billion opportunity fund dedicated to follow-on investments in its fastest-growing portfolio companies.
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