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    Lightspeed Venture Partners

    medium.com/lightspeed-venture-partners · Company blog · on HN since 2016

    Lightspeed Venture Partners is a venture capital firm whose partners post on startups, market trends, and investing.

    Visit blogHN submissions
    StartupsFinance & InvestingBusiness & Strategy
    What HN says

    HN links it for posts on private equity buying competitors and on startup trends; commenters cite its piece on Circle Labs and AI-powered friends.

    Stats for nerds
    36HN people shared it
    55linked in comments
    422story points
    May 2025last shared
    2016people per year2025

    Top posts on HN

    1. 1
      Amazon, Facebook and Google can all be beaten
      1 person · 202 points · first shared 2017 · 195 comments on HN
    2. 2
      What happens when private equity buys your competitor?
      2 people · 62 points · first shared 2016 · 38 comments on HN
    3. 3
      The TV Industry Will Unravel Faster Than People Think
      1 person · 31 points · first shared 2016 · 18 comments on HN
    4. 4
      The existential crisis of peak car ownership
      1 person · 11 points · first shared 2016 · 1 comments on HN
    5. 5
      Thoughts on non-linear growth in B2B startups
      2 people · 10 points · first shared 2019 · Discussion on HN
    6. 6
      5 Observations from F8 on Messenger Bots
      1 person · 9 points · first shared 2016 · Discussion on HN
    7. 7
      What are Blockchains and Distributed Apps really good for?
      2 people · 7 points · first shared 2017 · Discussion on HN
    8. 8
      Web3/Crypto/Metaverse Ecosystem Guide
      1 person · 4 points · first shared 2022 · Discussion on HN
    9. 9
      The future is frozen
      1 person · 4 points · first shared 2017 · 1 comments on HN
    10. 10
      Don't overplan your career
      1 person · 4 points · first shared 2016 · Discussion on HN

    What HN people wrote when they linked it

    • matthewshMay 2025

      Correct me if I'm wrong but didn't they say they were basically gonna train their LLMs of message data?

      I know that there was a post here: https://medium.com/lightspeed-venture-partners/circle-labs-the-shape-of-ai-powered-friends-to-come-ffda00400f70

      Which states: "What’s more, community members have already interacted with Shapes enough to trigger millions of messages over the short, several month duration that the product has been in beta. We believe this head start in an emergent market will further enrich the conversation datasets which power Circle’s NPCs, and serve as a competitive moat over time."

      This is an old post though, so it's philosophy could've changed, but even back then stating something like that is concerning. I do feel like it's worth calling out that the Discord developer policy did not explicitly state this until the 2024 policy, but it's been in effect since July 8th, 2024...so they had plenty of time to stop training their "shapes" on the user data before this happened and it seems they've been in contact with them before too so they could've just gotten clarification on it or just asked for permission.

      Complete side-note it bothers me how they're using all these examples of people who use these "shapes" as emotional support and basically therapists as a way to "strengthen" their argument when IMO it weakens it. If so many people are reliant on robots and code for emotional support then they need to seek help or seek real, human connection. It's…

    • ryanburkJun 2016

      I agree this since private equity investments and buyouts seem to be accelerating and it is important to understand their motivations.

      I thought this post covered the differences versus VCs, angels, etc well: https://medium.com/lightspeed-venture-partners/what-happens-when-private-equity-buys-your-competitor-6095cb3c43#.qdshh68qp

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