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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.
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Hjalmar Nilsonne (@HNilsonne), founder and CEO of Neko Health, walks through what happens during a Neko Health scan. “The first part is the diagnostic part.” “We map your skin. We map your heart. We map your arteries. We do a blood draw.” Then, you sit down with a prevention-focused clinician to go through all of the results. “You have 20 to 25 minutes of undisturbed attention to help make sure that you walk away with the most important insights you need to know about your health.” From Lightwork
@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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Most retail innovation has focused on the consumer. @faire_wholesale has spent years working on how brands and independent retailers find each other and do business. Today, Faire’s platform is on pace to facilitate more than $4.5B in merchandise purchases annually. The company is also exploring fulfillment, where its scale could meaningfully lower shipping costs for independent retailers. Proud to have backed the team since 2018. Read more in @WSJ on what could come next. CC: James Ephrati, Board Partner @ataussig
It was great getting to share our vision, and the progress we’re making towards it, with Kelly Cloonan at The Wall Street Journal: wsj.com/business/retail/excl…
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Lightspeed retweeted
Cognition has crossed $1B in annualized revenue run rate. This milestone belongs to our customers. Here's how a few of them are building with Devin.
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The newest AI model can’t text back. TypeSafe released Jev, their “system one” model that doesn’t respond with paragraphs, only probabilities. While it can still be wrong, it can’t wander outside the answer schema the way a chat-based LLM can. Will frontier labs take notice and start building their own? More on Lightwork this week: → Amazon bans Meta Muse from their website to guardrail its $68B ads business, while storefront-style platforms like Shopify welcome agent use for traffic. → Skild AI trained its robots on 140 years of simulated self-play soccer, showing that physical self-play could enable robots to far exceed human capability. Full video below. 00:00 Welcome to Lightwork 01:07 Jev: The AI Model That Doesn't Chat 06:39 Real-World Uses for Jev 9:56 Amazon Blocks Meta's Muse 13:23 Why Shopify Is Embracing AI Shopping Agents 21:22 Why Meta's Muse Took Off 23:07 Muse's Safety & Privacy Approach 26:15 Behind the Scenes at Meta Connect 27:24 Skild AI: Physical Self-Play @clairejyz @Machiz
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@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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Congratulations to @Neko Health on opening their first US clinic! With 8 locations already open across the U.K. and Sweden, today marks the first time Neko Health is made available in the US. From a DM conversation to an international brand. We’re proud to be backing @HNilsonne, @eldsjal, and the entire Neko Health team.
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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The future of healthcare is shaped by our reward systems. For the first episode of Venture Doctors, hosts and Lightspeed Partners @BrentonFargnoli and @GalymImanbayev sit down with Jacob Shiff, Chief AI & Technology Officer at @CMSGov. They unpacked CMS’ new ACCESS model, which ties payment to measurable patient outcomes rather than the technology itself. The three explored how AI could expand access to care and why aligning financial incentives with patient health may be essential to realizing that potential. They also discussed what this shift could mean for the future of healthcare and the founders building it. You can watch the full conversation at the link below. 0:00 Welcome to Venture Doctors 0:47 Introducing Jacob Shiff 1:25 Jacob Shiff's Path from Founder to the Government 3:29 The Listening Tour 7:51 The Access Model and How It Works For Patients 15:40 Expanding Beyond Medicare 19:17 AI Regulation and The Tempo Pilot 23:18 Government Service and Startup Speed At Scale 26:14 Advice for Founders Working with the Government 27:24 Underhyped Opportunities In AI And Healthcare 28:45 A Belief Most People Disagree With 29:57 What Jacob Is Digging Into Next
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How do you build systems and agents that let one marketer produce the work of a hundred? We are excited to co-host a one-day hackathon with @Profound and @Google on Saturday, October 3. 40 builders. One day. $40,000 in available prizes. The prompt: Find a marketing process that's inhuman in scope or scale, and ship a system or agent that runs it. Profound will offer an interview to the winners, judged by a panel of marketing leaders from Google, Plaid, Kleiner Perkins and more. Apply here today: university.tryprofound.com/e… CC: Eleanor Hooker, @MichaelC13191, @sach_pat, @elijahconniff
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A month ago, S1 showed it could learn a new task from a single video. Now it can post-train through self-play without new demonstrations. Another step toward robots that can keep learning beyond human-provided data. Incredible progress from @SkildAI, @deepakpathak and @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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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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Lightspeed retweeted
BREAKING: ANDE COMES OUT OF STEALTH WITH $52M @keepingittlo (CEO & Co-founder of @weareande) joined us Lightwork to break down the corporate entertainment network he spent the last two and a half years building in stealth. 📈 60 enterprises, 1,600+ hospitality groups, and 93,000+ venues 🍽️ Why he believes corporate entertainment never got a Concur/Navan-style solution ⚡ Ande’s “10x cheaper, 10x faster” approach through AI-native ops 🤝 Why Ande keeps humans in the loop for negotiations Full episode linked below 👇 @Lightspeed
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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The hardest AI data problems increasingly demand both human expertise and AI. @SnorkelAI pairs expert professionals with specialized models and agents to build the complex data and environments frontier systems need. Congratulations to @ajratner and the team on the Series E! CC: @ravirajjain, @ravi_lsvp, @whoisnnamdi
I'm excited to announce @SnorkelAI's $350M Series E at $3.5B, led by @insightpartners and @S32_VC. We've grown 18x+ in the last 12 months since launching our Data-as-a-Service offering, passing $375M ARRR this week. As AI advances to superhuman capabilities, AI data & environment development must advance with it - and basic staffing and crowdsourcing approaches are not enough. AI progress now requires deep research and technology work that combines human expertise with specialized AI in compounding ways. @SnorkelAI is building the RSI data engine and frontier data lab for this next phase. We're honored to have the support of existing investors Addition, @lightspeedvp, @GreylockVC, @GVteam, P7, Factory, @WellsFargo, Walden Catalyst Ventures, and new investors @ThirdPointLLC, @MarchCPs, @BlumbergCapital, @AllegisCapital, @Frontlinevc, and @standard_vc. – @SnorkelAI started as a research project a decade ago at @StanfordAILab. Our thesis was simple: AI progress would become increasingly data-centric – and therefore data development should be studied as a true research and technology problem, not just a staffing and crowdsourcing one. Today, as AI capabilities verge on superhuman, building the data and environments to safely measure and train AI is becoming too hard for even the smartest human experts to do alone. Only humans and AI agents, collaborating together in compounding ways, can meet the accelerating needs of the frontier, and keep humans in the driver’s seat of AI progress for decades to come. At @SnorkelAI, we are building the data lab to define the shape of this new “Data 2.0” frontier, and the new paradigms of human-computer interaction needed to advance it. Our key focus is building the RSI engine for data, where specialized AI models accelerate and improve human expert output, and in turn, scaled human supervision is used to continuously evaluate and improve these models – creating a powerful compounding loop to keep pace with an accelerating RSI frontier. With this round of funding, we are also doubling down on our commitments to support data development for open benchmarking and evaluation (more news here soon!); an increasingly diverse ecosystem of general and specialized intelligence; and a path to safe, well-aligned AI built on robust training and evaluation data. Data development will guide and drive the next stages of AI – and must do so in a human-centric, AI accelerated, open, diverse, and safe way. We are excited to support this mission in the next decade of research ahead at @SnorkelAI. More thoughts here: snorkel.ai/blog/data-2-0-and…
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Lightspeed retweeted
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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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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