Josh Machiz
10.7K posts
@Machiz
Chief Marketing Officer at @LightspeedVP, previously Partner at @Redpoint and Chief Digital Officer at @Nasdaq
More than 80% of US physicians are already leveraging AI. The question now is how consumer adoption of health AI is going to drive real patient outcomes, with companies like @Doctronic & @Neko helping lead the charge to deliver both access *and* accuracy. I had a chance to discuss how AI is more deeply integrating across the patient journey alongside my partners Dr. @GalymImanbayev, @clairejyz, and @Machiz on @LightspeedVP’s new show Lightwork. Check out the full video to hear more about our thesis below! cc @BrentonFargnoli
NEW EPISODE: @AnthropicAI looks inside AI's mind with the “J-Space,” the $500M fund to end the common cold, and @Amazon’s Project Leo challenges @Starlink @Lightspeedvp Partners @GalymImanbayev and @f_fatemi21 map the AI-native patient journey, and the companies we see innovating in the healthcare x AI space 🧬🧑💻🧪. Plus a deep dive into @Doctronic's AI doctor and @Neko's vertically integrated approach to preventive care. 0:00 Meta Muse Image Controversy 8:34 Anthropic's "J-Space": Can We Read An AI's Mind? 17:27 Silicon Valley Wants To End The Common Cold 23:30 Amazon Takes On Starlink 29:13 Mapping AI Across The Patient Journey 45:36 Doctronic 53:33 Neko Health 1:01:09 Startup Opportunities In The Patient Journey @Machiz
NEW EPISODE: @Meta reads your brain with Brain2Qwerty. @AnthropicAI releases Claude Science, and Co-founder and Chairman of @arena Ion Stoica joins us. @istoica05 is the Berkeley professor behind an absurd run of systems that basically run modern AI: @ApacheSpark (the standard for big data), Ray (what OpenAI used to train ChatGPT), and @vllm_project (the most-used LLM inference engine). He also co-founded @databricks and @anyscalecompute - and now chairs Arena, the internet's default scoreboard for AI models. 0:00 The AI memory squeeze 2:55 Brain2Qwerty: Meta Reads Your Mind 9:38 Anthropic Releases Claude Science 15:58 Why Every Lab Wants Pharma 20:52 How Chatbot Arena Was Born 26:58 How Does Arena Actually Rank AI Models? 31:11 Subjective vs Objective AI Quality 33:49 How Arena Evaluates AI Agents 37:54 How Does Arena Stay Neutral? 43:31 Can AI Become Unmeasurable? @Machiz @lightspeedvp
AI uses so little water it’s almost comical that it even became a topic
A fact that some people are forgetting: Data centers aren't a new or novel concept. They’ve been used to power the internet for at least 30 years now. This week, I joined @Lightspeedvp’s new show Lightwork, hosted by @clairejyz and @Machiz, to talk about the realities of the data center - debunking some common environmental fears - and how tech companies are responding to climate pushback. About 10 years ago Google pointed its own AI at its own data centers and made them 40% more efficient. As AI evolves, I predict that the self-fulfilling cycle of innovation in AI data centers will compound to 100-1,000x higher efficiency. Thank you to Claire and Josh for having me on the podcast this week! You can watch the full episode below. Skip to 23:04 to hear our discussion on AI data centers.
NEW EPISODE: Midjourney’s body-scanning spa, ChatGPT slips below 50% market share, two big DeepMind departures @Lightspeedvp Partner @guruchahal breaks down AI data centers, layer by layer, and where we see innovation happening 3:04 Midjourney Medical: A Spa That Scans Your Body 11:26 The Assistant Race: ChatGPT Slips Below 50% 15:59 DeepMind Departures And The AI Talent War 19:57 Google x A24: AI Goes To Hollywood 28:01 Debunking AI Data Center Myths 33:20 How AI Is Making Data Centers More Efficient 37:26 The AI Data Center Stack 49:36 Can We Solve the Biggest Challenges of Space Data Centers? @Machiz
Arena has crossed $100M in annualized revenue run rate, eight months after launching our evaluation product. With our recent release of Agent Mode, millions of users on Arena are doing real work with agents, from coding to document analysis, in long-running, multi-turn sessions with hundreds of tool calls. Arena now evaluates objective criteria like task completion rates, hallucination rates, and more, far beyond our original human preference voting model. This expansion has taken us from a student project at Berkeley to one of the fastest growing companies in history. Go Bears! 🐻 Our core thesis is simple: to align AI with human values, we must directly measure its impact on people in the real world. Today's milestone is proof that Arena’s platform is the de-facto standard for post-deployment evaluation of AI.
NEW EPISODE: Snap Launches Specs, Bezos’s $41B AI Startup & The SpaceX Cursor Deal 🚀 @lightspeedvp Partner James Ephrati also joined us to walk through how he thinks the VC playbook has changed as giant companies compound faster (not slower!) 🕶️ Are @Snapchat specs the future of wearable computing? 🤖 @JeffBezos bets on physical AI (and why it might be the next industrial revolution) 🚀 SpaceX goes public + acquires @cursor_ai - what does it mean when the biggest companies just keep getting bigger? 💰 How founders should think about venture in a world dominated by mega companies We’ll be back next Monday with more - full YT and Spotify link below @Machiz
A historic IPO, a massive makeover for Siri, and Anthropic's most powerful model released to the public. What do these have in common? They were all covered on the inaugural episode of Lightwork, Lightspeed’s newest podcast with hosts @clairejyz and @Machiz breaking down some of the latest news in AI. This week centered on a number of topics, most notably SpaceX’s massive $1.7T IPO, the largest in history. Claire and Josh analyzed one of the most powerful AI model ever released (now with brakes built in), Apple rebuilding Siri with help from Google's Gemini, and a quiet milestone with loud implications, as AI agents now generate more web traffic than actual people. Lightspeed Co-Founder & Managing Director @ravi_lsvp joined them to talk founders, AI cycles, and what he looks for that typically won’t show up in a pitch deck. Claire and Josh also highlighted some notable deals from this past week, spotlighting @beaconsoftwarex, @sandstonehq, and A Security. Watch the full episode below. Episode two coming June 22nd. 0:00 Welcome to Lightwork 3:30 This Week in AI & Tech Headlines 4:15 Claude Fable 5 Release 13:33 SpaceX: The Largest IPO in History 23:14 Apple's AI Reset at WWDC 30:39 Agent Traffic Passes Humans Online 40:45 Guest Interview: Lightspeed Co-Founder Ravi Mhatre 41:50 What Success Looks Like In A Founder? 44:29 Picking Winners On An Exponential Curve 48:44 Enterprise Trust Is The Moat 52:10 What Still Excites Him After 30 Years 53:43 Ravi on Lightspeed Entering New Media 56:37 Deal Breakdowns 58:47 Final Thoughts and What's Coming Next
Real-time world models represent a fundamental shift in AI. @reactorworld is building the platform for real-time generative video infrastructure, supporting developers who need the tech for use across entertainment, physical AI, and robotics. Co-founders @taiuti and @_bschmidtchen joined us last week on The Investment Memo, hosted by Partners @buckymoore and @theamberyang, to talk about the era of world models. The conversation centered around the infrastructure Reactor is building, why real-time models are the edge right now, and current use cases for the product. Alberto and Bryce agreed that world models are shaping the way simulations are created, and that developers need a streamlined platform that can support their ideas. We believe Reactor is positioned to be at the frontier of research into real-time generative models. We look forward to seeing how these models apply across industries. Chapters 00:00 Introduction & Overview of Reactor 01:08 Meet the Hosts & Founders 02:18 The Origin Story: From 3D Assets to World Models 05:07 Real-Time Video Applications Across Industries 06:55 The Open Source World Model Explosion 07:23 Why Infrastructure Is the Opportunity 08:42 Parallels to Past Technology Waves 09:51 Bridging the Research-to-Production Gap 13:13 What Developers Are Building with World Models 16:41 Lessons from Luma AI 18:23 What Apple Vision Pro Taught Bryce About Real-Time Systems 20:48 Company Values & Team Culture 22:40 Series A: What the Capital Unlocks 24:13 Reactor's Five-Year Vision 26:09 Closing Remarks
what a fulfilling day. huge thank you to @ravi_lsvp for joining us as the first guest on Lightwork, and to everyone who watched, shared, and reached out after episode one. we designed the studio to feel like a 1960s space shuttle crossed with a Silicon Valley garage: part retro future, part startup origin story. more soon on how we built it. full tour + behind-the-scenes coming soon.
