Biggest launches
| Company | Views | Followers when posted | Date |
|---|---|---|---|
| Tavus | 21.2M | 11,500 | 1 Oct 2026 |
| Reactor | 12.7M | 9,843 | 28 May 2026 |
| Thinking Machines Lab | 8.4M | 184,613 | 15 Jul 2026 |
| Anduril Industries | 7.7M | 296,561 | 27 Jan 2026 |
| Emergent | 6.5M | 15,856 | 15 Jul 2026 |
| Cartesia | 5.4M | 21,087 | 17 Sep 2026 |
| XPENG | 3.6M | 169,103 | 8 Sep 2026 |
| skildAI | 3.6M | 23,822 | 25 Aug 2026 |
| Pika | 3.5M | 151,263 | 28 Apr 2026 |
| PromptQL | 3.2M | 8,321 | 8 Jul 2026 |
| Reflection | 2.5M | 27,419 | 5 Oct 2026 |
| Granola | 1.7M | 26,606 | 29 Oct 2026 |
Breakouts from small accounts
Launches from accounts under 10,000 followers that passed 250K views, one per company.
| Company | Views | Followers when posted | Against following |
|---|---|---|---|
| Reactor | 12.7M | 9,843 | 1,294x |
| PromptQL | 3.2M | 8,321 | 388x |
| Zenzap | 1.6M | 268 | 6,137x |
| Lightfield | 1.3M | 6,784 | 199x |
| Avec | 305K | 3,927 | 78x |
Launch, then a raise
Launches followed by a funding round within 90 days.
| Company | Launch | Then |
|---|---|---|
| Emergent | 621K13 May 2026 | Funding announced on X63 days later |
| Harvey | 249K18 Aug 2026 | Funding announced on X22 days later |
Who Lightspeed invests alongside
The firms most often on the same cap tables, by number of shared portfolio companies in the directory.
| Firm | Shared companies |
|---|---|
| a16z | 12 of 37 |
| SV Angel | 12 of 37 |
| Kleiner Perkins | 11 of 37 |
| Sequoia | 10 of 37 |
| NVIDIA | 9 of 37 |
| Y Combinator | 8 of 37 |
| Coatue | 8 of 37 |
| Salesforce Ventures | 7 of 37 |
| General Catalyst | 7 of 37 |
| Khosla Ventures | 6 of 37 |
By category
| Category | Launches | Median views |
|---|---|---|
| Creative AI | 10 | 1.7M |
| Developer tools | 9 | 781K |
| Consumer and creative AI | 8 | 686K |
| Frontier labs | 7 | 2.5M |
| Robotics and hardware | 6 | 2.6M |
| Enterprise AI | 5 | 719K |
| Legal tech | 3 | 191K |
| Fintech | 3 | 32K |
Lightspeed portfolio companies on X
| Company | Launches | Total views | Biggest launch |
|---|---|---|---|
| Tavus | 5 | 24.8M | 21.2M1 Oct 2026 |
| Reactor | 4 | 16M | 12.7M28 May 2026 |
| Pika | 6 | 10.7M | 3.5M28 Apr 2026 |
| Anduril Industries | 4 | 10.2M | 7.7M27 Jan 2026 |
| Cartesia | 3 | 9.1M | 5.4M17 Sep 2026 |
| Thinking Machines Lab | 1 | 8.4M | 8.4M15 Jul 2026 |
| Emergent | 2 | 7.1M | 6.5M15 Jul 2026 |
| Skild AI | 2 | 5.2M | 3.6M25 Aug 2026 |
| XPENG | 1 | 3.6M | 3.6M8 Sep 2026 |
| PromptQL | 1 | 3.2M | 3.2M8 Jul 2026 |
| Exa | 4 | 2.8M | 1.1M16 Jun 2026 |
| Reflection | 1 | 2.5M | 2.5M5 Oct 2026 |
| Lightfield | 2 | 2.1M | 1.3M9 Sep 2026 |
| Granola | 2 | 1.7M | 1.7M29 Oct 2026 |
| Zenzap | 1 | 1.6M | 1.6M14 Oct 2026 |
| Stripe | 1 | 1.5M | 1.5M29 Apr 2026 |
| Suno | 2 | 1.4M | 1M9 Sep 2026 |
| Arena.ai | 4 | 1.2M | 552K4 Jun 2026 |
| Inworld AI | 1 | 1.2M | 1.2M2 Sep 2026 |
| Glean | 1 | 536K | 536K26 Aug 2026 |
| Harvey | 3 | 460K | 249K18 Aug 2026 |
| Supabase | 2 | 401K | 341K31 Jul 2026 |
| Avec | 1 | 305K | 305K8 Apr 2026 |
| OpusClip | 2 | 256K | 239K26 Aug 2026 |
| Saronic | 1 | 232K | 232K30 Sep 2026 |
| Profound | 2 | 225K | 223K15 Sep 2026 |
| Temporal | 1 | 214K | 214K14 Sep 2026 |
| Razorpay | 2 | 190K | 171K12 Oct 2026 |
| Sarvam | 2 | 179K | 161K13 Oct 2026 |
| Rippling AI | 1 | 119K | 119K22 Sep 2026 |
| Goodfire | 1 | 112K | 112K30 Apr 2026 |
| Pixxel | 1 | 109K | 109K7 Sep 2026 |
| Latitude | 1 | 32K | 32K9 Sep 2026 |
| Enveda Biotherapeutics | 1 | 31K | 31K23 Sep 2026 |
Questions
Which Lightspeed portfolio companies launch on X?
34 Lightspeed-backed companies have 69 launches in the Doomers launch directory. The biggest by total views are Tavus, Reactor, Pika.
What was the biggest launch from a Lightspeed-backed company?
Tavus, with 21.2M views on 1 Oct 2026.
How do Lightspeed-backed launches compare with other launches on X?
The median Lightspeed-backed launch did 621K views, against 602K across every launch we track. 41% passed a million views. By median views the portfolio ranks 14 of the 20 firms we report on.
Where does this data come from?
Views, followers and dates are read from X. A company counts as backed when the firm invested in any round on record, matched to investment records by the company's website, plus companies whose own posts name the firm.
A known gap: about four in ten companies have no investment record yet, mostly the newest, so very young portfolio companies are under-counted.