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Lightwork

by Lightspeed
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About the show

There's more AI news than anyone can possibly consume. Lightwork is the filter. Every Monday, Lightspeed's Claire Zau and Josh Machiz break down the one development that mattered most that week — a model release, a funding round, a company structural shift — and work through what changes because of it. They also bring in a guest working at the front of AI to sharpen the picture. By the end of each episode, you'll have a clearer view of where things are going and why it matters to you. New episodes every Monday morning. Have something you want to hear? Email us at lightwork@lsvp.com.

Latest episodes

  • Shifting From Renting AI to Owning It

    October 9, 2026 · 12 min

    Reflection co-founder Misha Laskin sits down with Claire Zau in Washington, D.C. to explain why AI labs need a presence in policy conversations and where the open weights debate stands right now. Misha compares closed and open models to…

  • Reflection Beam, Mistral Le Chonk & the Drone That Delivers Your Chipotle

    October 9, 2026 · 24 min

    Josh Machiz is joined by Shaurya Aggarwal, a partner on Lightspeed's growth team, for the week the West showed up to the open model fight. Reflection unveiled Beam on Monday, and Mistral unveiled Large 4, better known as Le Chonk, on…

  • The Difference Between LLMs and Robotics Data | Lightwork

    October 6, 2026 · 25 min

    Robotics had a big summer, and it is genuinely hard to tell who is doing what. Claire Zau met with Lightspeed partner Amber Yang in front of a whiteboard to draw the whole market on two axes. How general is the model, and how general is…

  • The Week AI Officially Became SI | Lightwork

    October 2, 2026 · 32 min

    Claire Zau and Josh Machiz were both in DC this week, stuck in traffic for a White House lunch they didn't know was happening until they saw the seating chart. About twenty executives were in the room, and what came out was the White House…

  • Why NVIDIA Open Sourced Its Agent Security Layer | Lightwork

    October 1, 2026 · 17 min

    NVIDIA just open sourced the piece it says was missing from the agent stack. Claire Zau talks with Ali Golshan, Senior Director of AI Software at NVIDIA, about OpenShell and Sentry, and why a chip company is giving the runtime away under…

  • Jev: The Model That Can't Talk, Amazon Blocks Meta's Muse & a Robot Teaches Itself Soccer | Lightwork

    September 25, 2026 · 32 min

    Claire Zau and Josh Machiz open with the launch developers spent the week arguing about. TypeSafe AI came out of stealth with Jev, a model that never writes a word. You send it a state and typed questions and it sends back picks, scores…

  • Why 25,000+ New Yorkers Are Waiting for This Health Scan

    September 24, 2026 · 34 min

    Hjalmar Nilsonne, CEO and co-founder of Neko Health, joins Lightwork to explain how a Twitter message from Spotify founder Daniel Ek ultimately led to a new approach to preventive healthcare. Hjalmar breaks down why Neko spent years…

  • The $250B Business Expense Nobody's Been Managing Until Now | Ande on Lightwork

    September 22, 2026 · 33 min

    Corporate entertainment is a massive category, but booking client dinners, team events, sports outings, catering, and merchandise is still fragmented across countless systems and vendors. Ande CEO and co-founder Lohit Sarma joins Lightwork…