For the last week, the world has been talking about the achievements of DeepSeek. And while their developments are impressive, DeepSeek’s achievements don’t mark the beginning of a new AI wave—but rather the final chapter of an era that has been building for years. DeepSeek has been focused on the scaling of pre-training, but the leading US labs, such as @AnthropicAI, are focused on the future with a new post-training paradigm that’s pushing model capabilities forward. The large AI labs are working toward the end goal of developing AGI. That goal takes capital, talent, and capabilities to achieve, and we believe that they are uniquely set up to reach it. Read more on our thoughts about how the US will win in AI development, and what it will take to get there: Cc: @ravi_lsvp, Sebastian Duesterhoeft, @guruchahal

DeepSeek’s achievement is impressive—but it’s an evolution, not a revolution. It builds on foundations laid by leading labs like @OpenAI and Lightspeed-backed @AnthropicAI, who are already pushing the next frontier of AI with advanced post-training techniques. In our latest blog, we break down: ➡️ Why post-training is shaping the future of AI ➡️ Why scaling AI requires massive capital ➡️ Why enterprises need more than just a model ➡️ How the US stays ahead in the AI race Read our thoughts:

AI and crypto are two of the most transformative technologies today—but how do they intersect? On this week’s episode of the Generative Now Podcast, Lightspeed Venture Partner @ai (Anand Iyer) and Rajarshi Gupta, Head of Machine Learning at @Coinbase, explore that question at our latest #GenSF meetup. Rajarshi breaks down how Coinbase applies AI across its platform, from fraud detection and security to customer experience. He also shared his thoughts on generative AI’s potential in crypto—and where he sees the biggest opportunities for AI startups. Listen to the full episode for more ⤵️ Spotify: Apple: YouTube:

At our latest #GenSF meetup, Lightspeed Partner @ai (Anand Iyer) sat down with Rajarshi Gupta, Head of Machine Learning at @Coinbase, to discuss how blockchain and crypto technologies are evolving. Coinbase is tackling challenges in AI-driven security, decentralized storage, and compliance while exploring new ways for AI agents to interact with blockchain networks. A major topic was how AI and blockchain enable autonomous transactions and real-time value exchange, creating new possibilities in finance. Gupta also touched on the need for decentralized storage and new approaches to evaluating large language models. Read the blog for insights on what’s next:

RT @UltimaGenomics: We are excited that the @ChanZuckerberg Billion Cells Project will use our #UG100 sequencer and the @10xGenomics GEM-X…

Congratulations to @jainarvind and the entire Lightspeed-backed @Glean team for surpassing $100M ARR in just three years! From day one, the vision was clear—enterprise companies need AI technology that doesn’t just retrieve information but makes knowledge truly actionable. Glean is delivering on that vision—helping teams instantly search across all their company’s apps, understand context, and get the answers they need to work smarter. This milestone highlights the growing demand for AI-powered search and the team's commitment to innovation. Read more in @Businessinsider: Cc: @ravi_lsvp

RT @semgrep: 🎉 Today marks a major milestone at Semgrep— we’re excited to announce that Semgrep has secured $100M in Series D funding! 🚀 T…

RT @jainarvind: I’m extremely proud to share that @glean surpassed $100 million in ARR in our last fiscal year in just over three years. I…

→ @OffChainLabs has built a suite of products for developers, businesses, and individuals to harness the full potential of Ethereum technology.

How are business leaders adapting to AI and geopolitical shifts? It depends on where they operate. In our recent Global Opportunity Map report, we surveyed nearly 1,000 C-level executives across 11 markets to understand how technology and geopolitical shifts are shaping business strategy at a regional level. In France, leaders are leaning into AI while taking a cautious stance on global tensions. With 45% planning to automate entire departments, the country is emerging as a leader in AI adoption. Tap in to see key insights from the French market, and explore the full report here:

→ @OligoSecurity, a cybersecurity company that focuses on runtime application security and observability. Cc: Co-Founders @GalElbaz1, Nadav Czerninski, and @AvshalomHilu