Essay
Nnamdi Iregbulem of Lightspeed publishes a deep essay on how AI-generated code commoditizes codebases, moving value to agentic workflows and the "engine" that builds code.
The Engine That Builds the Engine
Added recently
10 investments· FEB 2026 – JUL 2026
Investment
Lightspeed partnered with Nirva in their $8M Seed round. Nirva builds an AI wearable (necklace/bracelet) that listens to the user's voice, serving as a life journal, coach, and companion.
Nirva
JUL 9, 2026
Investment
Lightspeed led Pie's Series A. Pie is an AI-powered customer acquisition platform for small businesses, founded by Syed Ali and Akhil Mantripragada (ex-Toast, ex-Square).
Pie
JUN 30, 2026
Investment
Led Andera's $37M Series A for its AI-native internal audit platform.
Andera
JUN 17, 2026
Investment
Invested in A Security as it emerged from stealth with an AI-native platform for validating and remediating real exploit paths.
A Security
JUN 8, 2026
Investment
Led Reactor's Series A after co-leading its seed, with $59M in combined funding for real-time video model infrastructure.
Reactor
MAY 28, 2026
Investment
Doubled down on Amca's $300M Series B for aerospace and defense engineered-parts manufacturing.
Amca
MAY 20, 2026
Investment
Co-led Ineffable Intelligence's seed round to back David Silver's experiential-learning AI lab.
Ineffable Intelligence
APR 27, 2026
Investment
Led Signal Labs' seed financing for AI-first attention infrastructure in healthcare payments.
Signal Labs
APR 15, 2026
Investment
Lightspeed led an $85M Seed & Series A in Modus, the world's first AI-native accounting firm building AI-native audit technology.
Modus
APR 7, 2026
Investment
Lightspeed led Profound's Series C. Profound is building the marketing command center for the AI era, providing AI visibility analytics and agentic marketing tools.
Profound
FEB 24, 2026