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LightShed Ventures launched our first fund today. $75mm focused on Seed and A rounds. Excited to find the next category defining companies in TMT with my partners @RichLightShed @WaltLightShed @JamieLightShed
Brandon Ross
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Partner at LightShed⚡️GP at LightShed Ventures
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Latest posts 5
What Does the Blue Tsunami Mean for Anthropic? lightshedtmt.com/2026/11/04/wha… $ANT
lightshedtmt.com What Does the Blue Tsunami Mean for Anthropic? Potential Anthropic IPO investors (link) have spent a lot of time asking whether demand for Claude will justify its massive compute commitments (link). Yesterday’s blue tsunami gubernatorial wins i… The Company in Anthropic’s S-1 Is Already Gone lightshedtmt.com/2026/11/03/the… $ANT
lightshedtmt.com The Company in Anthropic’s S-1 Is Already Gone In Is Dario Aligned With Investors? 10 Questions Anthropic’s S-1 Must Answer (link), we highlighted the enormous “spectrum” of potential outcomes for Anthropic investors. The one thing we wer… Anthropic decided to stick with artificial intelligence and AI, instead of super intelligence and SI. SIs are systems integrators. $ANT
Is Dario Aligned With Investors? 10 Questions Anthropic’s S-1 Must Answer lightshedtmt.com/2026/10/22/is-…
lightshedtmt.com Is Dario Aligned With Investors? 10 Questions Anthropic’s S-1 Must Answer Despite a turbulent market and slowing ARR growth, we expect Anthropic to proceed with its reported November IPO. There is too much smoke to think otherwise, including multiple leaks of its draft S…