Sector portfolio · VC firm · United States

Lightspeed Venture Partners' AI portfolio

Lightspeed Venture Partners has backed 176 AI startups in rounds we track, $268B between them, shown by the stage each has reached. The best-funded is Anthropic.

176startups backed
6stages
$268Braised between them
Series Abiggest stage

Lightspeed Venture Partners's whole portfolioLightspeed Venture Partners's profile

Series A

47

+23 more

Pre-seed and seed

46

+22 more

Series C and later

36

+12 more

Series B

28

+4 more

Stage not reported

15

Growth

4

Segment by segment

Series A

47 startups · $4.0B raised

  1. Xaira TherapeuticsXaira Therapeutics is an integrated biotechnology company founded in 2023 and publicly launched in April 2024.United States$1.0B
  2. Ricursive IntelligenceRicursive Intelligence is an AI laboratory founded by Anna Goldie and Azalia Mirhoseini, focusing on semiconductor design through United States$300M
  3. CovenantCovenant is an innovative AI law firm focused on serving private market investors.United States$254M
  4. LMArenaLMArena is a web-based platform that evaluates large language models (LLMs) through anonymous, crowd-sourced pairwise comparisons.United States$250M
  5. Resolve AIResolve AI is a technology company founded in 2024 and based in San Francisco, California.United States$200M
  6. TTuringUnited States$189M
  7. Armadin SecurityArmadin Security is an AI-powered cybersecurity company that specializes in real-time threat hunting.United States$165M
  8. SubstrateSubstrate is a semiconductor equipment manufacturer and foundry developer based in San Francisco, California.United States$109M

Pre-seed and seed

46 startups · $3.9B raised

  1. Ineffable IntelligenceIneffable Intelligence develops machine learning systems that learn through interaction and experience.United Kingdom$1.1B
  2. Unconventional AIUnconventional AI rethinks computer foundations to optimize energy efficiency for AI.United States$475M
  3. HarmonyDiscover founder-led capital and responsible growth support for UK businesses.United States$304M
  4. Periodic LabsWe're building AI scientists and the autonomous laboratories for them to operate.United States$300M
  5. PaidPaid is a web-developing company that provides shipping solutions by building website, collect payments, and compare shipping rates.United States$297M
  6. CylakeCylake is a cybersecurity startup founded in March 2026, focusing on AI-native, data-driven cybersecurity platforms.United States$290M
  7. autoGraphUnited States$188M
  8. InferactInferact is an AI infrastructure startup founded by the creators of vLLM, a leading open-source LLM inference engine.United States$150M

Series C and later

36 startups · $237B raised

  1. AnthropicUnited States$134B
  2. xAIUnited States$81B
  3. Mistral AIMistral AI is an AI startup that provides developers and businesses access to open and portable generative AI solutions.France$7.5B
  4. CognitionCognition, based in San Francisco, is an artificial intelligence company focused on enhancing software development.United States$3.0B
  5. Fireworks AIFireworks AI is a generative AI infrastructure platform that specializes in delivering fast inference and full-parameter training United States$1.7B
  6. Skild AIBuilding general purpose robotic intelligence.United States$1.4B
  7. TemporalTemporal is a financial services and market infrastructure company focused on enhancing efficiency in financial markets, particulaUnited States$996M
  8. FractileFractile is a UK-based technology company and semiconductor startup founded in 2022 by Dr.United Kingdom$960M

Series B

28 startups · $8.7B raised

  1. RAReflection AIUnited States$3.0B
  2. PIPhysical IntelligenceUnited States$2.0B
  3. CuspAICuspAI is an innovative artificial intelligence company based in Cambridge, United Kingdom, with additional teams in Amsterdam and Berlin.United Kingdom$950M
  4. Nexthop AINexthop AI is a privately held company founded in 2024 and based in Santa Clara, California, with additional offices in Seattle, VUnited States$500M
  5. TownTown is an applied AI company based in San Francisco that focuses on creating tools to simplify software creation and usage for evUnited States$241M
  6. PikaPika is a machine that cleans reusable diapers in one step.United States$216M
  7. GoodfireGoodfire is a research company and public benefit corporation based in San Francisco, dedicated to using interpretability to underUnited States$200M
  8. Distyl AIDistyl AI works with organisations to increase their AI readiness and develop comprehensive AI-based solutions.United States$195M

Stage not reported

15 startups · $12B raised

  1. SSSafe SuperintelligenceUnited States$8.0B
  2. VerkadaVerkada Inc.United States$1.6B
  3. UIUnconventional, Inc.United States$1.0B
  4. AbridgeAbridge is a medical conversation AI startup that structures and summarizes medical conversations for doctors and patients.United States$313M
  5. DataStaxDataStax, Inc.United States$305M
  6. BetterUpBetterUp develops an AI-driven platform that helps people and businesses grow personally and professionally through coaching.United States$142M
  7. DexterityDexterity provides robotic systems solutions for logistics, warehouses, and supply chain.United States$100M
  8. One ConcernOne Concern is a climate resilience technology company based in Menlo Park, California, founded in 2015.United States$65M

Growth

4 startups · $3.1B raised

  1. HarveyHarvey is a domain-specific artificial intelligence company based in San Francisco, California, founded in 2022.United States$2.3B
  2. Snorkel AISnorkel AI, Inc.United States$350M
  3. EvenUpEvenUp is a technology company based in San Francisco that specializes in vertical AI solutions for the personal injury legal sector.United States$285M
  4. GleanGlean Technologies, Inc.United States$150M

How this map is made. Every startup here works in AI and has raised money in a round we track that names Lightspeed Venture Partners as an investor. Each sits under the stage of its latest round. Rebuilt nightly; updated 15 November 2026.

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