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@lightspeedvp

Serving bold builders of the future.

Not an offer to buy/sell securities or investment advisory services. Disclosures: lsvp.com/legal/
Global lsvp.com Joined July 2009
2K Following 132K Followers 10K Posts

Latest posts 5

Lightspeed @lightspeedvp
Shipping data is often complicated, risky, and expensive. Eon Yukon turns it into one continuous flow.

A major step toward an Autonomous Data Foundation for the AI era.

Congratulations on the launch @OfirEhrlich, @Ron_kimchi, Gonen Stein, and team!
Ofir Ehrlich Verified account @OfirEhrlich 3d
What I'm seeing across the industry right now is that the biggest bottleneck to AI adoption isn't model capabilities. It's data infrastructure.

Today, we're expanding the Eon Data Foundation with the launch of Eon Yukon, a new serverless data engine purposely built to change that.

AI agents need fresh, contextualized data to act.
Specialized models need a continuous feed of data and feedback to improve. Both are still served by a stack, an architecture, and methods built for dashboards:

-Spark and Flink clusters sized for peak, plus compaction jobs to keep tables usable.

-A pipeline and a copy for every consumer, staged bronze to silver to gold.

-Hand-written jobs, wired together by an orchestrator and kept alive by specialists.

The result: shipping data is complicated, risky, and expensive. While coding agents ship apps in hours, they rarely build or run data pipelines. The data is too volatile, and a mistake costs too much.

With Yukon, data moves from ingestion to processing to serving in one continuous flow, without the infrastructure and pipelines traditionally required to connect them.

Events become compacted, sorted, deduplicated Iceberg tables within seconds.

Real-time aggregations run inline, with fully managed state. Agents and applications can access fresh data with sub-millisecond latency through a Redis-compatible API or through our SQL and spark compatible query engine.

Beyond moving and serving data, Yukon makes it continuously understandable - Live column-level statistics, accessible through MCP, give agents visibility into the data. Built-in monitoring, sampling, and data minimization help teams maintain control.

At 1M events/sec and equal freshness, Yukon used 4x less compute than Spark and 7x less than Flink. The benchmark is public: run it yourself with Eon’s ingest-bench.

This is another major step toward our vision of an Autonomous Data Foundation for the AI era, built to both protect enterprise data and unlock its full potential.
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Lightspeed @lightspeedvp
More aerodynamically efficient aircrafts need less batteries. So the reductions in battery requirements and motor replacement costs can compound heavily.

@Airbound_Aero aims to make the lightest, most efficient aircraft ever produced, light enough to launch anywhere and designed to scale to millions.

Naman Pushp with @ashleevance on Core Memory

cc: @MohapatraHemant
Ashlee Vance Verified account @ashleevance 3d
As a teenager, Naman Pushp taught himself how to build carbon fiber aircraft by watching YouTube videos. He turned his bedroom into a toxic R&D lab along the way.

Now, at 21, his company Airbound is on a quest to make the lightest, most efficient aircraft ever produced.

Naman is more or less the posterchild for a new wave of young Indian startup founders trying to do more ambitious things in the country.

We get into the aircraft, carbon fiber, India's pros and cons and much more on the pod. Full episode right here - corememory.com/p/the-boy-wond…
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Lightspeed @lightspeedvp
AI in Space

Google says it received the first-ever AI response from a data center-class TPU in orbit. It asked Gemma 4 to write a haiku about space. The satellite sent back this response over Norway:

“Blue marble below / Data streams in silent grace / Starlight feeds my core.”

More on Lightwork this week:

→ The $6.3B Binance Hack

The FBI attributed the roughly $6.3B Binance theft to North Korea’s state-run hacker unit, TraderTraitor. Binance says attackers used a fake job interview to get malware onto an engineer’s work computer, then used an internal AI tool to reach other engineers’ systems.

→ Cybersecurity Gets Physical

Cyberattacks targeted supermarket refrigeration systems across Europe and plasma storage sites in France, showing how digital vulnerabilities can put food and medical supplies at risk. No blood products were lost in the plasma-storage incident.

→ Is the Internet Dying?

Hosts @clairejyz and @Machiz discuss AI slop and how AI overviews are affecting Reddit’s traffic. Andrej Karpathy’s HackerTube takes a different approach to discovery, surfacing YouTube videos recommended on Hacker News. As content gets easier to produce, does curation become more valuable?

0:00 Welcome to Lightwork
1:09 Google's AI Breakthrough in Space
1:45 Project Star Catcher and Space Data Centers
6:01 Google's Next Steps for Space Data Centers
7:27 Binance's $6.3 Billion Crypto Theft
10:56 Cyberattacks Target Supermarket Freezers
14:27 Is the Internet Dying?
15:57 Andrej Karpathy's Answer to AI Slop
16:58 Reddit Loses Traffic to Google's AI Search
20:02 AI Reviews vs. Human Commentary
21:40 How Marketers Can Leverage Reddit in the AI Era
23:31 Why Content Curation Matters in the AI Era
24:38
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Lightspeed @lightspeedvp
AI-generated answers don’t automatically become scientific understanding.

On Lightwork, @clairejyz questions how much progress the growing volume of AI-generated math papers represents: “I think what people are starting to feel is that, yes, it’s very impressive, but it isn’t actually that productive for the field.”

For @Machiz, the challenge is verifying those results and explaining them in ways people can understand.

“I'm looking forward to someone finding a way to make this where they can actually explain these in a very relatable way to humans versus these papers that, for some reason, are just really hard to get through.”

Tune in to the latest episode for more!
6:56