Serving bold builders of the future. Not an offer to buy/sell securities or investment advisory services. Disclosures: https://xitter.cf/t.co/NqUCVhdnhA
Global
Joined July 2009
- Tweets9.9K
- Following2K
- Followers133K
- Likes8.8K
Pinned Tweet
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 partner Amber Yang’s request for startups: the Standard Oil of compute.
The opportunity is to connect land, power, data center development, and the AI companies buying compute.
“Right now all of this is a completely disconnected process, and it’s very opaque.”
Amber says she sees a parallel with the early oil suppliers: “A lot of them got rich really quickly, and then Standard Oil sort of took over and made a lot of them go bankrupt.”
@theamberyang with @machiz on Lightwork
With agents taking on more of the work, hackers could attempt more breaches at lower cost, including against systems that would otherwise be tedious to navigate.
Lightspeed Partner @theamberyang joins @Machiz to discuss what this means for cybersecurity in the age of agents.
More on Lightwork this week:
→ “Neural Networks Are Already Clean”: @nickcammarata (@GoodfireAI) argues that models are more interpretable than previously thought. Amber breaks down the working hypothesis and why it matters for AI safety.
→ The AI Cost Race: DeepSeek and MiniMax released updates focused on efficiency. Josh and Amber discuss how cost could influence US companies’ model choices and what that could mean for reliance on Chinese open models.
→ Always-on Agents: Claude Duet enters research preview. Josh and Amber discuss what they’re comfortable sharing with personal agents and whether the apps people already use give some companies a head start.
Full episode below.
0:00 Welcome to Lightwork
1:03 AI Agents Hack 100+ Websites
4:09 Hackers Sabotage Supermarket Refrigeration Systems
5:16 Using AI to Make Smart TVs Dumb Again
7:01 Goodfire: Are Neural Networks Easier to Read?
13:29 DeepSeek & MiniMax Race on Cost
18:00 The Personal Agent Race: Duet, Muse, Instinct
22:59 Amber Yang’s Request for Startups
Kevin Weil wants to bring AI’s coding revolution to drug discovery.
“If we can get more drugs to more people more quickly, we solve more disease. We save more lives.”
His mission @warpsciences is to build the labs and infrastructure to make that acceleration happen in America.
“We need to do it. We need to do it here.”
The Investment Memo with @kevinweil
With agents taking on more of the work, hackers could attempt more breaches at lower cost, including against systems that would otherwise be tedious to navigate.
Lightspeed Partner @theamberyang joins @Machiz to discuss what this means for cybersecurity in the age of agents.
More on Lightwork this week:
→ “Neural Networks Are Already Clean”: @nickcammarata (@GoodfireAI) argues that models are more interpretable than previously thought. Amber breaks down the working hypothesis and why it matters for AI safety.
→ The AI Cost Race: DeepSeek and MiniMax released updates focused on efficiency. Josh and Amber discuss how cost could influence US companies’ model choices and what that could mean for reliance on Chinese open models.
→ Always-on Agents: Claude Duet enters research preview. Josh and Amber discuss what they’re comfortable sharing with personal agents and whether the apps people already use give some companies a head start.
Full episode below.
0:00 Welcome to Lightwork
1:03 AI Agents Hack 100+ Websites
4:09 Hackers Sabotage Supermarket Refrigeration Systems
5:16 Using AI to Make Smart TVs Dumb Again
7:01 Goodfire: Are Neural Networks Easier to Read?
13:29 DeepSeek & MiniMax Race on Cost
18:00 The Personal Agent Race: Duet, Muse, Instinct
22:59 Amber Yang’s Request for Startups
Lightspeed retweeted
Zetwerk is now listed on the NSE and BSE.
To everyone who helped build Zetwerk, thank you. We hope you feel proud today.
To our new shareholders, welcome. We have a lot more to build.
Here’s to building an enduring manufacturing company from India, for India and the world.
What can AI learn by watching a chemist work?
Kevin Weil explains why traditional large language models run into problems in physical sciences:
“It's still an area where frontier AI models are not yet changing the world in the way models are changing the world in software engineering and math.”
@Bloomberg spoke with @warpsciences co-founder and CEO @kevinweil about plans to use wearable cameras and pressure-sensing gloves to capture lab work and generate training data for AI.
Read the full story: bloomberg.com/news/articles/…
Lightspeed retweeted
An exciting day for the @zetwerk team.
Eight years ago, @acharyaamrit and @srinathramki set out to restructure global manufacturing around reliability.
Today, Zetwerk is going public with the same commitment to on-time and in-full delivery. When a customer’s order arrives in full on the date promised, the many years of waiting on suppliers shrinks and once scattered capacity becomes plannable.
From a young marketplace to a manufacturing ecosystem now serving customers in 29 countries. Congratulations on the listing Amrit, Srinath and team!
@LightspeedIndia @lightspeedvp
A huge congratulations to @zetwerk on going public!
From electronics to renewable energy, Zetwerk connects businesses with the right manufacturing partners and helps coordinate production across complex supply chains.
Since we first partnered with co-founders @acharyaamrit and @srinathramki in 2019, Zetwerk has grown into a global manufacturing platform serving customers across 29 countries.
Proud to celebrate a well-deserved milestone for the entire Zetwerk team!
CC: @bsomaia
A pair of earbuds is a few grams of plastic, metal and electronics, made across several factories before it reaches a pocket. Solar panels, circuit boards and wind turbines are built the same way.
For years, buyers had to juggle those factories themselves, while the one with exactly the right machine often never heard about the order. ZETWERK (@zetwerk) set out to close that gap.
We first partnered with Amrit Acharya (@acharyaamrit) and Srinath Ramakkrushnan (@srinathramki) in 2019. Since then, that idea has grown into a network of nearly 7,000 suppliers, serving customers in 29 countries across energy, precision products and capital goods. Along the way, Zetwerk has brought work to builders from workshops in India to factory floors in Germany. Amrit and Srinath were joined by Vishal Chaudhary, Ankit Fatehpuria and Rahul Sharma in their journey.
Today, Zetwerk’s name goes up on the NSE and BSE. Behind that name are thousands of people who built it, one part at a time.
Congratulations Amrit, Srinath and the entire Zetwerk team. This film is for all of you, and everyone who builds with you.
@bsomaia
Lightspeed Management Company, L.L.C. (”LSVP”) and Lightspeed India Partners, L.L.P. (LSIP) are distinct investment advisory entities, are not a unitary enterprise and operate independently of one another. From time to time LSVP may draw on its relationship with LSIP, and vice versa but only to the extent consistent with its status as a separate investment adviser.”
Lightspeed retweeted
(1/6) Nirva just raised $33M to bring jewelry with perspective to the world. 🎉
$25M pre-Series A on top of our $8M seed, backed by @lightspeedvp, @southpkcommons and more.
CNET Best of CES 2026. 9,000 on the waitlist. Orders open this winter. First pieces ship this year.
Kevin Weil on why he left OpenAI to build autonomous labs: the next leap in AI needs experimental data the models don’t have.
“The models are data poor in the physical sciences.”
In mathematics, you can push forward inside a computer. In chemistry and biology, you need experiments.
“The way to solve this problem is to generate data at scale.”
“Basically what we’ve done in manufacturing we’re beginning to do as a country with biotech and pharma, except it’s not too late.”
“We can bring it back, but what will it take to bring it back? We need automation and robotics.”
@kevinweil on Lightspeed’s The Investment Memo
While AI has advanced in mathematics, we believe there’s still a major gap in the physical sciences.
@warpsciences co-founders @kevinweil and Solomon Reisberg joined Lightspeed Partner @guruchahal to discuss how their labs could generate the experimental data needed to advance scientific AI.
The company recently emerged from stealth and is building US chemistry labs to make research compounds for biotech and pharma companies.
“First be the hands, then build the nervous system, and then over time become the brain,” says Warp’s CEO Kevin.
The plan starts with expert chemists making molecules for customers. Cameras and sensors would record the work, helping Warp automate tasks and train models to improve how compounds are made.
More capable labs could let researchers pursue ideas for new medicines that time and cost currently put out of reach. The experiments could also produce more evidence for scientific AI to learn from.
Thank you to Kevin and Solomon for joining us!
Full episode below.
0:00 The Future Of Automated Labs
0:43 Introducing Warp Sciences And Founders
1:48 Kevin's Journey And Sol's Background
5:03 Building Warp's Founding Team
10:54 What Is A CRO And How Drug Discovery Works
13:24 The Pain Points: IP, Single Supplier And Geopolitical Risk
15:58 How Warp Is Taking On The Challenge
21:45 Threading The Needle On IP And Data Sharing
25:14 The Future Of Automated Labs, Business Plan And Funding
33:21 Closing Thoughts
“You can scale a company past $100M without having to add more people to your finance team”
That’s what @santinestea is solving for with @dualentry.
“Think of an accounting software as the ultimate report card for a business… what DualEntry enables is that you can get that data in real time”
Santiago said that after their recent Series A raise, “we started opening new verticals and started hiring new AE’s to go and spread the word.”
Lightspeed retweeted
AI can dream up thousands of new molecules. but who is actually going to make them?
that’s a major question for the future of drug discovery, and exactly what @warpsciences is tackling.
the team is building an automated chemistry lab in the US to make that process faster and smarter, helping biotech companies turn AI’s ideas into the molecules they need. it’s quite the business model.
@kevinweil and Sol (two of Warp’s co-founders) joined @guruchahal on the investment memo for a fascinating conversation about robots, physical sciences, AI, and how Warp aims to intertwine them.
the strides being made in AI and science continue to amaze me.
While AI has advanced in mathematics, we believe there’s still a major gap in the physical sciences.
@warpsciences co-founders @kevinweil and Solomon Reisberg joined Lightspeed Partner @guruchahal to discuss how their labs could generate the experimental data needed to advance scientific AI.
The company recently emerged from stealth and is building US chemistry labs to make research compounds for biotech and pharma companies.
“First be the hands, then build the nervous system, and then over time become the brain,” says Warp’s CEO Kevin.
The plan starts with expert chemists making molecules for customers. Cameras and sensors would record the work, helping Warp automate tasks and train models to improve how compounds are made.
More capable labs could let researchers pursue ideas for new medicines that time and cost currently put out of reach. The experiments could also produce more evidence for scientific AI to learn from.
Thank you to Kevin and Solomon for joining us!
Full episode below.
0:00 The Future Of Automated Labs
0:43 Introducing Warp Sciences And Founders
1:48 Kevin's Journey And Sol's Background
5:03 Building Warp's Founding Team
10:54 What Is A CRO And How Drug Discovery Works
13:24 The Pain Points: IP, Single Supplier And Geopolitical Risk
15:58 How Warp Is Taking On The Challenge
21:45 Threading The Needle On IP And Data Sharing
25:14 The Future Of Automated Labs, Business Plan And Funding
33:21 Closing Thoughts
Lightspeed retweeted
Robotic factories for chemistry? Sign me up 🙂
@kevinweil and i go back to the very start of our careers. today, he and his team launch @warpsciences
It was great to revisit those early days and learn more about Warp as I walked him and Sol through the actual memo behind our investment.
We dove into how better lab infrastructure could give scientists more capacity to pursue ideas they don’t have the resources to test today, and the future of science.
Check out the full episode below!
@lightspeedvp
While AI has advanced in mathematics, we believe there’s still a major gap in the physical sciences.
@warpsciences co-founders @kevinweil and Solomon Reisberg joined Lightspeed Partner @guruchahal to discuss how their labs could generate the experimental data needed to advance scientific AI.
The company recently emerged from stealth and is building US chemistry labs to make research compounds for biotech and pharma companies.
“First be the hands, then build the nervous system, and then over time become the brain,” says Warp’s CEO Kevin.
The plan starts with expert chemists making molecules for customers. Cameras and sensors would record the work, helping Warp automate tasks and train models to improve how compounds are made.
More capable labs could let researchers pursue ideas for new medicines that time and cost currently put out of reach. The experiments could also produce more evidence for scientific AI to learn from.
Thank you to Kevin and Solomon for joining us!
Full episode below.
0:00 The Future Of Automated Labs
0:43 Introducing Warp Sciences And Founders
1:48 Kevin's Journey And Sol's Background
5:03 Building Warp's Founding Team
10:54 What Is A CRO And How Drug Discovery Works
13:24 The Pain Points: IP, Single Supplier And Geopolitical Risk
15:58 How Warp Is Taking On The Challenge
21:45 Threading The Needle On IP And Data Sharing
25:14 The Future Of Automated Labs, Business Plan And Funding
33:21 Closing Thoughts
While AI has advanced in mathematics, we believe there’s still a major gap in the physical sciences.
@warpsciences co-founders @kevinweil and Solomon Reisberg joined Lightspeed Partner @guruchahal to discuss how their labs could generate the experimental data needed to advance scientific AI.
The company recently emerged from stealth and is building US chemistry labs to make research compounds for biotech and pharma companies.
“First be the hands, then build the nervous system, and then over time become the brain,” says Warp’s CEO Kevin.
The plan starts with expert chemists making molecules for customers. Cameras and sensors would record the work, helping Warp automate tasks and train models to improve how compounds are made.
More capable labs could let researchers pursue ideas for new medicines that time and cost currently put out of reach. The experiments could also produce more evidence for scientific AI to learn from.
Thank you to Kevin and Solomon for joining us!
Full episode below.
0:00 The Future Of Automated Labs
0:43 Introducing Warp Sciences And Founders
1:48 Kevin's Journey And Sol's Background
5:03 Building Warp's Founding Team
10:54 What Is A CRO And How Drug Discovery Works
13:24 The Pain Points: IP, Single Supplier And Geopolitical Risk
15:58 How Warp Is Taking On The Challenge
21:45 Threading The Needle On IP And Data Sharing
25:14 The Future Of Automated Labs, Business Plan And Funding
33:21 Closing Thoughts
We’re excited to lead @warpsciences’ $215M Series A as they emerge from stealth.
AI can help researchers design promising molecules. Making and testing them still takes time and skilled lab work, limiting how many ideas a team can pursue.
Founded by @kevinweil, @dpatil, @manohar_paluri, and Sol Reisberg, Warp is building the infrastructure to help biotech and pharma companies discover new medicines faster.
The team brings expert chemists, AI, and robotics together to speed up drug discovery and bring this work back to the US.
Congratulations to Kevin, DJ, Sol, Mano, and the entire team on the raise!
CC: @ravi_lsvp, @guruchahal, Dr. Shelley Chu, Dr. Jonathan Macquitty
💥 Introducing Warp Sciences, a new company applying AI and robotics to help the world develop new medicines faster.
We’ve raised a $215M Series A led by @lightspeedvp to bring frontier AI out of the browser and into the lab, and build scientific capacity here in America.
I co-founded Warp with my long-time friend @dpatil, FAIR co-founder @manohar_paluri, and drug hunter Sol Reisberg. The early team is full of incredible people like @bkspears9, who helped achieve Q>1 fusion at LLNL.
More on Bloomberg: bloomberg.com/news/articles/…
Lightspeed retweeted
Proud to finally share that @lightspeedvp is leading @warpsciences’ $215M Series A.
We’re at a fascinating point in AI drug discovery. AI can help scientists design promising molecules, but making and testing them still takes time and skilled lab work.
By combining AI, robotics and chemistry in US labs, Warp wants to accelerate drug discovery while generating the real-world data that could help AI get better at chemistry.
We’ve known @kevinweil for nearly two decades and have great respect for him. Together with @dpatil, @manohar_paluri, and Sol, the team brings deep experience at the frontiers of science and technology from OpenAI, Meta, Terremoto, Devoted Health and the White House.
Congrats to the entire team! Thrilled to be your partners from inception.
CC: @ravi_lsvp, Dr. Shelley Chu, Dr. Jonathan Macquitty
💥 Introducing Warp Sciences, a new company applying AI and robotics to help the world develop new medicines faster.
We’ve raised a $215M Series A led by @lightspeedvp to bring frontier AI out of the browser and into the lab, and build scientific capacity here in America.
I co-founded Warp with my long-time friend @dpatil, FAIR co-founder @manohar_paluri, and drug hunter Sol Reisberg. The early team is full of incredible people like @bkspears9, who helped achieve Q>1 fusion at LLNL.
Lightspeed retweeted
AI can only speed up drug discovery as fast as the lab can keep up.
We @lightspeedvp are proud to lead @warpsciences $215M Series A to build robotic labs that bring chemistry work back to the US.
At Lightspeed, we’ve been researching the intersection of AI, robotics, and life sciences for a number of years. In our very first meeting with the team, it was clear how they were uniquely positioned to capture the opportunity for AI-driven automation of the drug development lifecycle.
@kevinweil , @dpatil , @manohar_paluri , and Sol Reisberg have a track record of taking early technical products to scale. They pair frontier-AI product leadership with deep medicinal chemistry and data credibility.
Warp is bringing expert chemists, AI and robotics together to get compounds into researchers’ hands faster and build the capacity to do it here in the US.
We believe this work is critical for US biotech and for patients waiting on new medicines, and could not be more proud to join this team from the start.
CC: @guruchahal , Dr. Shelley Chu, Dr. Jonathan Macquitty
💥 Introducing Warp Sciences, a new company applying AI and robotics to help the world develop new medicines faster.
We’ve raised a $215M Series A led by @lightspeedvp to bring frontier AI out of the browser and into the lab, and build scientific capacity here in America.
I co-founded Warp with my long-time friend @dpatil, FAIR co-founder @manohar_paluri, and drug hunter Sol Reisberg. The early team is full of incredible people like @bkspears9, who helped achieve Q>1 fusion at LLNL.