Josh Machiz @Machiz
Chief Marketing Officer at @LightspeedVP, previously Partner at @Redpoint and Chief Digital Officer at @Nasdaq instagram.com/machiz Greenwich Village, Manhattan Joined July 2008-
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@arnaud_thev @clairejyz @lightspeedvp Thank you so much!
physical AI is no longer theoretical. this week on Lightwork, @clairejyz and i unpack Snap’s Specs, Prometheus, the SpaceX + Cursor deal, and Google DeepMind’s TacticAI for the World Cup. plus, James Ephrati from @lightspeedvp’s growth team joins us to talk through what he calls the "Moore's Law for market value," how he sees the venture game changing, and the paradox for giant companies getting bigger faster. tune in below.
NEW EPISODE: Snap Launches Specs, Bezos’s $41B AI Startup & The SpaceX Cursor Deal 🚀 @lightspeedvp Partner James Ephrati also joined us to walk through how he thinks the VC playbook has changed as giant companies compound faster (not slower!) 🕶️ Are @Snapchat specs the future
What happens to ads when AI agents start doing the shopping? @machiz and @clairejyz discuss: "Our entire Internet is built on this premise that we're monetizing on eyeballs. All we care about is how many people see things." "When you are being funneled through an AI conversation and a link that is suggested to you by AI, those are often much higher intent." "AI-referred visitors converted at nearly 50% higher rates than organic search, with 14% higher average order values." "I'm not going to pay per click. I'm not gonna pay per view because that doesn't work." From our new show, Lightwork
A historic IPO, a massive makeover for Siri, and Anthropic's most powerful model released to the public. What do these have in common? They were all covered on the inaugural episode of Lightwork, Lightspeed’s newest podcast with hosts @clairejyz and @Machiz breaking down some
real-time video generation has the potential to be a game-changer for marketing and media. after @lightspeedvp co-led @reactorworld's Seed, and again led their Series A, co-founders @taiuti and @_bschmidtchen went on The Investment Memo to share their vision for the future of world models. together with @buckymoore and @theamberyang, they talked about the complexity of real-time video, what they learned on the early Apple Vision Pro team, and what developers are building on reactor. watch the full episode to hear more from Alberto and Bryce on the World Model era.
Real-time world models represent a fundamental shift in AI. @reactorworld is building the platform for real-time generative video infrastructure, supporting developers who need the tech for use across entertainment, physical AI, and robotics. Co-founders @taiuti and
@Vatsalpandya333 @lightspeedvp @clairejyz Every week 🫡
@averghese thx sir excited to make light work of things
Watch the full episode: youtu.be/7GBocx86NrQ?is…
what a fulfilling day. huge thank you to @ravi_lsvp for joining us as the first guest on Lightwork, and to everyone who watched, shared, and reached out after episode one. we designed the studio to feel like a 1960s space shuttle crossed with a Silicon Valley garage: part retro future, part startup origin story. more soon on how we built it. full tour + behind-the-scenes coming soon.
@MollySOShea @clairejyz would love to take a crack at designing a travel set for Sourcery 🔮
EXCLUSIVE: the vc media wars have entered their Lightwork era. we gave @MollySOShea and Sourcery the first look at the show, the strategy, and why @clairejyz is exactly the voice this moment needs.
NEW: a16z bought Turpentine. OpenAI bought TBPN. Jack Altman joined Benchmark. Now Lightspeed makes its move.. The $40B AUM VC fund hired Claire Zau (aka 'Zauey Talks' on IG) to lead *new media* & co-host Lightwork, its weekly AI podcast Zauey Talks Stats: - 350K+ followers -
Introducing Lightwork. New episodes every Monday morning.
lightspeed startup garage deep dive coming soon…
@lightspeedvp @clairejyz @Machiz this set design is next level tbh
@vincenzolandino @clairejyz @ravi_lsvp thank you my friend!
news moves fast. the point of Lightwork with @clairejyz is to make it feel a little less impossible to keep up. ep 1: SpaceX, WWDC + Siri’s AI reset, Anthropic Fable, Cloudflare Radar on bots passing humans online, @ravi_lsvp on founder instincts, and a few deals worth knowing.
A historic IPO, a massive makeover for Siri, and Anthropic's most powerful model released to the public. What do these have in common? They were all covered on the inaugural episode of Lightwork, Lightspeed’s newest podcast with hosts @clairejyz and @Machiz breaking down some
Most people think of SpaceX as a rocket company. @clairejyz breaks it down into three businesses: 1) Space transportation: Falcon 9, Dragon, Starship, and the launch business 2) Global internet connectivity: Starlink, or as Claire puts it, “a much better internet” anywhere you want it. 3) AI: xAI, Grok, X, and the compute layer around them. From our new show Lightwork.
A historic IPO, a massive makeover for Siri, and Anthropic's most powerful model released to the public. What do these have in common? They were all covered on the inaugural episode of Lightwork, Lightspeed’s newest podcast with hosts @clairejyz and @Machiz breaking down some
@SeekingN0rth @clairejyz i'm so glad you like it!!!!
claire is already one of the sharpest voices in ai. i’m just happy to share the desk and try to keep up
Beyond excited to announce that Lightwork is officially live! 🚀 Every week, @Machiz and I are sitting with guests and experts across the ecosystem to make sense of all the noise. This is our place to think out loud together, learn, and externalize all of the incredible things
@damianplayer @clairejyz @ravi_lsvp thanks so much, glad its finally out!
@MollySOShea @clairejyz @lightspeedvp so so excited
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