Ravi Mhatre co-founded Lightspeed Venture Partners just before the technology industry unraveled in the dot-com bust. Lightspeed weathered the dot-com crash and became one of Silicon Valley’s top venture capital firms, known particularly for many of its enterprise software investments.
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Over his two decades at Lightspeed, Mhatre has invested in Nutanix, MuleSoft, AppDynamics, Zscaler, and Rubrik to name a few.
On the Newcomer podcast, Mhatre and I talked about Silicon Valley in the wake of the collapse of Silicon Valley Bank. We discussed how the gravitation physics of the startup business has changed.
Venture Capital Gravitational Physics (with Ravi Mhatre)