Chief Marketing Officer at @LightspeedVP, previously Partner at @Redpoint and Chief Digital Officer at @Nasdaq
Greenwich Village, Manhattan
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today i'm joining @lightspeedvp as Chief Marketing Officer.
after doing thousands of IPOs at Nasdaq and building Redpoint's exceptional platform team, i've learned:
it's not just one launch video. it's the relentless drumbeat that get you heard.
and that's what i'm here to build for Lightspeed and our founders.
let's make some noise!
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Josh Machiz retweeted
A cold DM from Daniel Ek and suddenly the thing you swore off becomes your life's work. Best founder stories almost never go according to plan. I'm proud to be an investor in @Neko
In 2018, the absolute last thing I wanted to be working on was healthcare despite coming from a family of doctors.
Then I received a DM from Daniel Ek out of the blue to work on a company together, just as Spotify was getting ready to IPO and my previous startup was winding down.
This is the backstory of how @eldsjal convinced me to change my mind on healthcare and start Neko together.
Thanks for having me in the studio, @clairejyz & @Machiz!
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clav teaching looksmaxxing while claude handles the graphic design is the human + ai collaboration we were promised
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from a cold dm from daniel ek to opening neko’s nyc flagship yesterday. loved having hjalmar on lightwork to tell the story of how a founder who wanted nothing to do with healthcare ended up rethinking it.
In 2018, the absolute last thing I wanted to be working on was healthcare despite coming from a family of doctors.
Then I received a DM from Daniel Ek out of the blue to work on a company together, just as Spotify was getting ready to IPO and my previous startup was winding down.
This is the backstory of how @eldsjal convinced me to change my mind on healthcare and start Neko together.
Thanks for having me in the studio, @clairejyz & @Machiz!
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hjalmar told us neko started with a dm from daniel ek. naturally, my first question was what his family of doctors thought of it.
@HNilsonne joined lightwork to tell us all about @neko’s origin story and the grand opening of their first NYC clinic today.
@Neko Health is now open in NYC.
CEO and co-founder @HNilsonne joined Lightwork this week to discuss Neko’s origin, business strategy, and growth model.
Hjalmar had avoided healthcare his entire life until he got a cold DM from Spotify co-founder @eldsjal. He was inspired when Daniel asked him, “What if we redid healthcare from scratch?”
Then, Hjalmar and the Neko Health team spent 4+ years in research and development. Neko Health’s hardware, software, and AI systems were built in-house to keep pricing accessible. Currently, the scans are priced at $499, but Hjalmar hopes that as technology improves, costs can be lowered to widen accessibility.
Their newest location in NYC will be the ninth, and the first in the US, following clinic openings in the UK and Sweden.
Congratulations to the entire Neko Health team on this huge milestone.
Full episode link in the comments.
0:00 "The Most Important Hour You Can Spend On Your Health"
0:46 Growing Up In A Family Of Doctors And Daniel Ek's Direct Message
6:02 Five Years Building And The Vertically Integrated Approach
9:35 The Neko Scan Experience
11:24 Why Build Everything In-House And Neko As A Real Estate Company
17:47 Myth Busting Worried Well And Over-diagnosis
21:43 Do You Still Need A PCP And Why Pay Out Of Pocket
24:11 What Happens To Your Data And Why New York First
26:24 Adapting To The US Healthcare System And Landing On 499 Dollars
28:07 What Is Hardest To Scale And The Big Vision
30:58 The R&D Team And Why Longitudinal Data Matters
33:02 Thank You And Closing
@clairejyz @Machiz
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Josh Machiz retweeted
Truly playing the long game….it’s been inspiring to see how deliberately and substantively you and @eldsjal have approached reimagining and building the future of healthcare; questioning everything and staying true to an innovation roadmap that is driven by an ideal end-state for improving everyone’s health, not by delivering superficial ‘quick wins’. What’s most exciting is that the scan is just the starting point!
Heyo! After 8 years of R&D and learnings from 100,000+ scans in Europe, @Neko is finally live in the US!
Our clinic in NYC features our new scan room, fitted out with the latest generation of our medical devices (FDA cleared) ✌️
The Neko Lab can now analyze 50+ blood biomarkers with every scan, with results delivered within the same 1 hour visit.
25,000+ people are already on the waitlist and we just started inviting our earliest supporters to book.
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neko has officially entered the lightwork cinematic universe. launch day transmission w/ @HNilsonne incoming…
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s1 spent 140+ years playing soccer against itself, learning to dribble, tackle, recover, then play humans.
impressive work @deepakpathak @gupta_abhinav
We trained a robot to play football.
How? Self-play for 140 years in a virtual World Cup.
Meet the #Messinator:
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our team keeps cooking up new stuff, venture doctors coming soon wherever you get your podcasts
Two doctors walk into a venture capital firm. Now they have a show.
Introducing Venture Doctors, a new show from Lightspeed exploring the intersection of medicine, technology, and venture capital.
Hosted by physicians-turned-investors @BrentonFargnoli and @GalymImanbayev.
To kick things off, they answered some rapid-fire questions:
“Most overused word in healthcare venture?”
Brenton: “AI.”
Galym: “Agent-something.”
First episode drops tomorrow at 10am ET.
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corporate entertainment is about bringing people together, but the systems behind it are surprisingly scattered.
lohit built @weareande to bring it all into one place and reduce headaches for the teams involved
@keepingittlo and i go way back, and i’ve had a front row seat to the way he builds
he cares deeply about the human side of hospitality. early on, he went door-to-door meeting with hospitality groups while building ande
this week, we talked about how ande is using AI to remove logistical frictions without automating the humanity that makes hospitality work.
While corporate travel has been centralized for decades, corporate entertainment is still comparatively scattered.
On Lightwork, Lohit Sarma shared how he approached that problem at @weareande: start with supply.
He spent the last two and a half years building the network from that side first, including going door to door with hospitality groups before scaling the enterprise side.
Corporate entertainment still runs on relationships. AI can handle things like availability, pricing, and multi-player workflows, but Lohit draws the line at negotiation.
As he puts it, “one bad event is one lost relationship that they can’t recover from.”
Tune into the full episode below!
Chapters:
0:00 Ande Comes Out Of Stealth
2:17 Why Corporate Entertainment Has Stayed Fragmented
4:51 Lohit Sarma's Background (Lifion by ADP)
9:51 What CFOs Revealed About Fraud And Offshore Teams
10:47 Building The Supply Side First
16:44 Ande's Enterprise Customers And Rollout Strategy
18:40 How AI Is Built Into Ande's Ethos
22:58 The Future Of Ande
26:11 Hiring A Team To Build A Category
29:38 What Can Break At Ten Times The Size
31:50 Celebrating The Launch And Where To Find Ande
@keepingittlo @clairejyz @machiz
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amazon is betting you’ll abandon your agent before you abandon amazon. i’d take the other side.
muse and instinct make buying elsewhere effortless. that leaves shipping speed as its only real moat.
customers will wait for a better price. amazon will have to let their agents in.
Amazon cuts off Muse.
While I am bullish Meta and Muse, I think many people are overlooking the digital knife fight that’s about to occur
Nobody wants to get commoditized or layered here. Let the games begin
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a new kind of creator is here.
@Suno v6 dropped this week, and it’s trained entirely from scratch on songs licensed from big labels like warner, bmg, and believe. instead of preventing artists from creating, this strikes a good balance between the folks that own the IP and the artists that are creating it.
the biggest fight in ai music, over labels vs. the tools, has found a version of peace. a symbiotic relationship.
it’s wild to think that one year ago, warner was suing suno, and now they’re partnered up.
every new creative tool broadens who gets to make music and what it can sound like. the floor keeps dropping, and the ceiling keeps rising.
by now, there’s no putting these tools back in the box.
more on lightwork below.
Cc: @clairejyz @Lightspeedvp
Pacing the Frontier: AI capability seems to be compounding faster than the industry's understanding of how to control it.
Some tech leaders are advocating for pacing AI. Others are pushing against it.
More on Lightwork this week:
→ @suno launched a new model in partnership with record companies Warner Music Group and BMG.
→ Licensing has split off into two camps: “open studio” vs. “walled garden,” either allowing or blocking download access for AI-generated audio. The jury’s still out on the winner.
→ Bending Spoons’ $1.355B acquisition of Miro sparks a conversation about the future of collaborative “pandemic era software”.
Full video below.
@clairejyz @Machiz
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congrats @temporalio team on your series E.
BREAKING: INSIDE TEMPORAL'S $550M SERIES E AT A $12.55B VALUATION
Samar Abbas (co-founder and CEO of @temporalio) joined @anoushkavaswani and me to break down the infrastructure layer that keeps agents running through failures.
🔄 A company founded in 2019 - years before "agent" was a category
📈 $250M+ ARR growing 200%+ YoY, and net dollar retention above 200% since February.
⚡ Why agent demos die in the real world
🧱 Durable execution in four lines of code
🔌 Temporal Nexus, and where agent-to-agent might go next
@SamarAtTemporal @temporalio @lightspeedvp
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the new zelda anniversary switch 2 is nearly impossible to get. nintendo twitter is fighting for its life to place an order.
instinct got my order confirmed in 2 minutes.
unfortunately this is how you get me to hand over my entire life to an ai agent.
light work.
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speaking of lightwork, @buckymoore joined us this week to discuss how he outsourced his personal life to instinct.
thanks @noahshinn for enabling all of us.
open.spotify.com/episode/4lz…
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huge news from skild ai, congrats @deepakpathak and team.
We just hit 100M ARR within 10 months of starting deployments.
We are in factory lines. On construction sites. In kitchens. In data centers.
Cleaning. Welding. Building. Cooking.
Deploying.
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welcome to lightspeed @harvey
Today, we’re excited to co-lead @Harvey’s Series H!
Lawyers rarely start from zero.
With Harvey, @winstonweinberg and @gabepereyra have built a company that helps legal teams turn years of work product, institutional knowledge, and experience into intelligence they can use and improve.
Context, judgment, and trust matter as much as technical capability in law. So this is about more than just making tasks faster. Harvey is enabling legal teams to own their own intelligence.
80 of the Am Law 100 are on Harvey. The Harvey team has set the bar for product velocity at the AI application layer. And usage is compounding at an unprecedented rate, with monthly token consumption on the platform growing 14-fold in just the first six months of this year.
Winston, Gabe, and the whole Harvey team are just getting started. We’re thrilled to partner with them as they further their mission of building the future of legal and professional services.
Cc Sebastian Duesterhoeft, @sach_pat, Naveed Matinfar
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Josh Machiz retweeted
Today, we’re deepening our partnership with @MistralAI by participating in its Series D.
When we first partnered with @arthurmensch, @tlacroix6, and @GuillaumeLample for Mistral’s inception round, we believed open models could give enterprises more choice and control over how they use AI.
Fast forward to today, those needs now extend beyond the model. As AI moves into critical workflows, large enterprises and governments increasingly need to shape models around their own knowledge, deploy them within their security requirements, and control where and how they run.
Mistral now spans that full stack, pairing enterprise AI deployment with an AI cloud on owned infrastructure. Customers can train models around proprietary knowledge, run agents in production, and use Mistral’s infrastructure for training and inference. Its teams work directly alongside customers from the first use case through production.
Proud to have backed Arthur, Timothée, Guillaume, and the Mistral team in every round since inception as they build AI that the world’s largest organizations can make their own.
CC: James Ephrati, @ravi_lsvp, @antoine_moyroud
Today marks a major step for Mistral: we’re announcing a €3B Series D, the largest equity round ever raised by a European tech company, just three years after launch.
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amazing to see @seisler1 on lightwork this week.
great breakdown from her and @clairejyz on the numbers behind Tim Cook's 15-year run.
we witnessed a real changing of the guard: John Ternus moving into the CEO role right as everyone is trying to figure out Apple's place in the AI race.
some have been treating Apple's AI silence as a weakness. but what if an alternate strategy is playing out?
they don't need to win the model race if they own the device everyone's AI is running on.
THIS WEEK IN TECH: @tim_cook hands over the keys to @johnternus after adding $4T in market cap to @Apple, @Meta pays $18B in the biggest child-safety settlement ever brought against a tech company, and 21 banks huddle to launch a dollar stablecoin.
So fun to cohost with our Fintech Partner @seisler1 and to hear her takes on all of it + a very useful primer on stablecoins and why they matter.
What we covered this week:
1:45 Tim Cook's Legacy: $350B To $4.6T In 15 Years
4:00 John Ternus: Apple's 8th CEO
10:33 Meta's $18 Billion Teen Safety Settlement
13:10 Meta's Open Letter to TikTok and YouTube
17:52 21 Banks Explore A Joint Stablecoin
18:28 What Is A Stablecoin?
FULL EPISODE LINK BELOW
@lightspeedvp
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