In short
Claire Zau (Zowie Talks) explains how she built a venture/AI media platform, what content formats work, and why she’s now an external guest helping launch Lightspeed’s “Lightwork” podcast room to translate startup/VC stories for mainstream audiences.
Guest backgrounds
Claire Zau is a venture investor (started as an associate ~6 years ago at GSB) and a creator/investor with a “Zowie Talks” presence across TikTok/Instagram (started posting March 2025; Instagram June 2025). She previously ran a Substack (grew to ~15k readers) and built community on Tumblr. Josh (Lightspeed) is the internal connector who found her via TikTok and brought her into Lightwork.
Key claims
Venture narrative/storytelling is core to investing; mainstream tech coverage lacks nuance. Her audience responds to “Hot Startup Rounds” (weekly early-stage fundraising visibility) and “what/why it matters” tech explainers. She argues AI job-loss narratives are often short-term and misleading; jobs evolve.
Notable examples
Brands contacting her for partnerships (Vanta, Perplexity, Meta). Content examples include “Hot Startup Rounds” and coverage of AI/agents. She cites AlphaFold/AlphaGo storytelling (Demis Hassabis/Google) and agent-safety tooling (e.g., Sycamore Labs; Modus audit automation).
Written by AI. May contain mistakes. Listen to the episode to check what was said.
Chapters
Tap a time to open that second in VOBuilding a Content Platform
0:45 to 2:30
Discussion on Claire's journey in creating a tech-focused content platform.
“I felt bad because I was like, what if it is underwhelming?”
Zowie Talks and Media Presence
2:30 to 5:19
Claire explains her approach with Zowie Talks and her media presence.
“And in order to have a podcast that represented all the things LightSeed was working on, the tastes behind it all, we have the space now.”
The Venture Landscape
5:19 to 8:02
Insight on the venture ecosystem and Claire's perspective on tech content.
“I was at a firm called GSB and so have been a consumer of a lot of venture content.”
Content That Resonates
8:02 to 9:56
Exploration of successful content types and what audiences engage with.
“We do like north of across all platforms, again, 10 million impressions monthly, which is just insane to think about.”
Bridging the Tech Gap
9:56 to 12:50
Claire discusses the challenge of making tech accessible to a broader audience.
“Going the route of Instagram, TikTok is totally different and it is a completely, it's a more mainstream audience.”
Independence in Venture
12:50 to 14:00
Importance of maintaining an independent voice in the venture space.
“And so, yeah, I felt like there was an interesting opportunity to intermediate and hopefully translate some of those stories into the public sphere.”
Building Bridges in Venture Capital and Media
14:00 to 17:22
Learn how Lightspeed integrates investment and media roles to foster innovation.
“opportunities and like I think nurturing of like healthy discussion.”
Introducing Lightwork: A New Media Initiative
17:22 to 19:12
Discover the aims and structure of Lightwork, Lightspeed's new media outlet.
“I mean, there's so much interesting stuff happening in the ecosystem with like MTS and TVPN.”
Introducing Lightwork: A New Media Initiative
19:15 to 20:38
Discover the aims and structure of Lightwork, Lightspeed's new media outlet.
“the financial stack trusted by more than 30 ,000 companies, including one in three venture-backed startups in the U.S.”
Current AI Trends and Public Sentiment
20:43 to 23:25
Examine the skepticism surrounding AI and its perceived impact on society.
“I think a lot of people are very curious about this idea of an AI bubble.”
Show all 18 chapters
The Evolving Nature of Jobs and AI
23:25 to 28:09
Explore how AI changes job roles and the narratives shaping public opinion.
“They would be going into investment banking.”
Public Perceptions of AI
28:09 to 29:16
Discusses the misconceptions surrounding AI and its applications.
“Like AI itself is just this encompassing thing that people, they don't recognize like the ways that it's used already.”
Balancing Expectations in AI
29:16 to 31:03
Explores the gap between AI expectations and reality, and the need for better storytelling.
“It's like, oh, wait, there are still hallucinations.”
Innovative AI Investments
31:03 to 36:55
Examines exciting AI investments and the role of Lightspeed in supporting new technologies.
“So I'm like, guys, this is how AI has been.”
Navigating New Media and Relationships
38:40 to 42:00
Discusses the challenges and insights gained from building a media presence.
“Is there anything we haven't covered yet that you want to talk about?”
Building Trust in Media
42:00 to 44:22
Explore the challenges and strategies of building a trusted media brand in tech.
“And so that's when I was like, oh, wow, these are all these companies that I've been tracking in the space.”
Navigating Recognition and Fame
44:22 to 45:43
Discuss the experiences of being recognized as an influencer in the tech space.
“But, you know, for the most part, I'm like, I am such a small person in the it's not like I have multi millions of people following me.”
Future Plans and New Initiatives
45:43 to 48:24
Learn about upcoming projects and the excitement around new investments and media initiatives.
“As we wrap up, what are you most looking forward to in the next 12 months?”
Transcript
Automatic transcript. May contain errors.0:00Josh Machiz:Claire Zau, an investor who's also a creator.
0:02Claire Zau:I think I've taken the most productized, techie approach to building content.
0:06Josh Machiz:When I first started, I told myself, I can just build this to like 10 ,000, 20 ,000 people who care deeply about tech and innovation. I'll be happy. I think across all platforms, I reached 350 ,000 plus people. Across all platforms, I got 10 million impressions monthly. I had brands like Vanta, Perplexity, Meta, like all of them knocking on my door and being like, please, can you share what we're building with our audiences and formal partnerships with them? So are you going to keep doing Zowie talks? It wasn't honestly even a point of discussion. They were like, oh, obviously you'll continue to have your own platform in the same way that I think Fred Wilson at USV continues to have Durham Blog or Bill Gurley and BG2.
0:41Josh Machiz:And the army of A6 and Z. Yes, and that too. Yeah, yeah.
0:54Claire Zau:Well, that was a dramatic reveal.
0:56Josh Machiz:I know. I felt bad because I was like, what if it is underwhelming? They were like, we want to capture what it's like when someone sees it for a first time. And it's been fun.
1:06Claire Zau:It's so fun. I feel like I could look at everything for like an hour.
1:09Josh Machiz:I know. I feel like this could be Lightspeed's little museum of... It's like a toy room. Yeah. Yeah. And everything. I mean, they have all... I actually think we have little bits and pieces that are nods to portfolio companies. So, yeah. Does anybody call you Zowie Wowie? Okay, you're not the first person. The whole name actually started because in middle school, that's what people would call me.
1:32Claire Zau:Really? Yeah.
1:33Josh Machiz:And then I just kept it at Zowie. And like I would, you know, when you're in middle school, you have your jerseys and it would be Zowie. And so that was my handle on Instagram for my personal account. And then I started posting in Spell.
1:45Claire Zau:And I was like, I don't know what to do. I don't want to put like Claire Zoutox or like Claire Zoutek.
1:50Josh Machiz:So I used Zowie. Yeah.
1:52Claire Zau:I just hear the song in my head, like Maui Wowi. zowie wowie maybe that should be my my theme song yeah make it your theme song okay so we have to talk about what we're doing in here so what is going on right now you are one of our first
2:06Josh Machiz:external guests in the light work podcast room and we've actually been teaming this up for a while josh who you met a couple weeks ago um had joined lightspeed and he kind of wanted to introduce this next generation what LightSeed would look like. And part of that was having, obviously, a new media presence. So a big part of that was this podcast. And in order to have a podcast that represented all the things LightSeed was working on, the tastes behind it all, we have the space now. So why and how did he manage to bring you in? Yeah, it's funny because he found me through TikTok I think um which is actually was one of my earliest platforms I started posting in March of 2025 and then it on Instagram in June of 2025 and then that's it yeah I feel like you've
3:00Claire Zau:like completely just dominated this base really yeah I don't know I mean part part of me sometimes
3:07Josh Machiz:feels like it's just this like internet side quest that I have and it's not real like I'm like oh that's just my like fake side job but yeah through it in the fall I got an email from Josh and he had just joined Lightspeed and I I think seen him on TV and I was like oh this is cool obviously a lot of noise around new media and I thought he just wanted to chat about the space like exchange notes I thought he was thinking about building out TikTok and Instagram and I was like happy to yap about it you know there are not that many people who are thinking about short form who are thinking as deeply about new media as Josh does.
3:43Josh Machiz:And so I had the conversation and that kickstarted our discussions of what this could look like. And yeah, that's how I got brought into all this.
3:52Claire Zau:Yeah. Josh is a legend.
3:53Josh Machiz:Yes. Yeah. Yeah. And I'd obviously seen all of this stuff at Redpoint and had been entertained by a lot of the Redpoint content. And so when he came to me, there was this interesting opportunity to think a lot about how we could extend Lightspeed's brand beyond the tech and venture ecosystem, because it does have a really strong brand, even for me as someone who started in venture six years ago. Obviously, new Lightspeed, as I was just starting, has followed a lot of its journey over the years. But I think really recognizing that for the mainstream, figuring out who is kind of the go-to source for tech and startup content, I still feel like there's um there's a lot of white space there this is why i'm so excited to talk to you yeah i was
4:37Claire Zau:like really like fangirling over this because there are not many people in venture that join this like kind of like new media cult or whatever that aren't you know like as independent or build out a platform like that and then you built it out on instagram and tiktok which is really rare But also it's like there is a huge difference in people with the expertise of the industries coming on and making stuff and explaining it out. And so I guess before I keep on trying to, you know, explain that further. But could you just share like how and like what Zowie Talks is and like why you bring this differentiated perspective?
5:15Claire Zau:And like, again, I'll stop.
5:17Josh Machiz:Yeah, yeah. I think I, you know, I've obviously been in the venture space for a while now. started as an associate six years ago. I was at a firm called GSB and so have been a consumer of a lot of venture content. I think I've swallowing sorcery since 2023. I've been just in awe of what you've been able to build, in awe of what people like Dora Cash and Lex Riemann, the high quality content that is being put out in the space, seeing TVPNs rise. I've been observing all of this, but time and time again every time I would have conversations with my friends and family or my younger brother who's in college it just felt like a lot of what I was seeing in this you know this unique window to into the future which I feel very privileged to have access to through my day job wasn't being translated elsewhere and so I was thinking a lot about where I could meet people I've always been big on writing I have a sub stack that I wrote and my previous firm grew that to about 15 ,000 readers.
6:20Josh Machiz:And that was great. I loved building community. I've always loved doing that. Actually, fun fact, before I started all of this, I was big on Tumblr. That was like my first beret into community building. I think I, as a middle schooler, built a Tumblr following of like 20 ,000 people. What? Yeah. And I know that was like my other, I think my other side job. So I've always been very digitally native, thinking a lot about how you build community, even in digital spheres. And so was taking all those lessons, was seeing all this in venture. And I just felt like there wasn't a place for people who wanted to understand what was happening in venture and startups.
7:00Josh Machiz:I felt like having had conversations with people who are maybe more outside of the traditional tech sphere, they only hear headlines or they see the funding announcements or they see, you know, AI is going to take your job or they see content that's like, here are 10 prompts. to make you a million dollars overnight. And so I just felt like there was a massive discrepancy in all the high quality stuff that I was seeing from you, from Rakesh, from TBTN, and none of those insights being translated to people who are outside of tech. And I think people are genuinely curious and people are genuinely excited about innovation, about startups.
7:39Josh Machiz:They just don't have like an easy entry point to that. So yeah, about a year ago, decided to just try posting once a day. I honestly thought when I first started, I told myself, if I can just build this to like 10 ,000, 20 ,000 people who care deeply about tech and innovation, I'll be happy. And I can yap at them and share my thinking. And yeah, it's just now slowly grown to what it is. We now reach, I think, across all platforms, I reach 350 ,000 plus people. We do like north of across all platforms, again, 10 million impressions monthly, which is just insane to think about. because when I first started, I was really, the goal was like, I don't know, 20 ,000 people and maybe getting in front of 100 ,000 eyeballs a month.
8:22Claire Zau:So what are the top performing types of content that you have? Is there like a specific kind that like just always works?
8:30Josh Machiz:I have a series that I do called Hot Startup Rounds that has done really well. I think contrary to like what we know as our daily jobs and, you know, it feels like we live and breathe this stuff. A lot of people actually don't feel like they have visibility into startup fundraisers and where money is going. Like they'll hear about the open AIs and the anthropics of the world, raising large rounds or, you know, pre IPO stories, but actual visibility into the earliest stages of building. I realize that a lot of people are actually very interested in that, right? I think in what's being seeded, early stage ideas.
9:05Josh Machiz:And oftentimes it's actually interesting. I'll get comments like, where do you hear about startup fundraising? I'm like, it's a no brainer. Tech crunch, like textbook, crunch base. It's all stuff that feels very intuitive to us. But I started externalizing a lot of that. And so once a week, I would share two, three startups that I think were notable. They didn't necessarily have to be the largest fundraisers. It could be interesting tech. It could be interesting stories. Those videos have done really well because I think people care about genuinely what's being funded, what type of technologies are emerging.
9:36Josh Machiz:And then I do a lot of content around breaking down general tech news. I would say, usually with the angle of what is this? Why does it matter? And, you know, where does the world move from here? I think oftentimes people get the headlines, but they don't really have the venture or startup perspective. Yeah, the context. Yeah. And so I try to bring that context and I try to make it accessible in a way where I think oftentimes in the VC world, there's a lot of VCs talking to VCs or startups talking to startups and recognizing that there's this opportunity to make sure that that narrative expands beyond the circle that we get access to.
10:19Claire Zau:Yeah. Going the route of Instagram, TikTok is totally different and it is a completely, it's a more mainstream audience. Meanwhile, out like there is a lot of people in tech that do watch TikToks all day and maybe Instagram reels all day but like what like what part of that aspect of talking to that audience has also like increased your perspective on like where we are in tech like what do you see because there's obviously lots of headlines saying AI is horrible blah blah blah but like what what are you like
10:51Josh Machiz:kind of seeing between the lines yeah I feel like when I immediately when I started it was actually pretty humbling because I was like, oh, this is very, the reaction to these things are very different than what I'm seeing on Twitter. And it just felt like I was navigating two different universes. I think good examples are, you know, when I talk about AI or when I consume information about AI on tech Twitter, it's obviously a very techno-optimist. We're excited about it. With anything being blasted to mainstream, there's always a lot of skepticism around big tech, a lot of skepticism around whether or not these technologies actually work, a lot of anger around this, you know, big tech is just coming in and taking all of our jobs.
11:36And so it was interesting
11:38Josh Machiz:navigating both because I think for a while I was very insulated in this world. And, you know, by default, being in this job, you have to be optimistic about the future. You have to be like, I think you have to be protected to be in venture, to believe in the promise of this technology leading to like a collective net benefit for humanity. And so I was sitting in this world, but then in the comments, I think recognizing that that excitement that didn't necessarily translate or spread because every headline they were seeing was very doom and gloom or like the most extreme versions of it. And so I think there was an interesting opportunity to basically try bringing some of that nuance and that excitement and that techno optimism into the mainstream.
12:24And also, I think recognizing that, you know, when I was in college, I felt like
12:30Josh Machiz:the general atmosphere around tech was this opportunity to improve society with technology. It's an idea that you can go tinker and build stuff in your garage. And I felt like that was my view of tech. And it still is. But I think some of that has been lost in the mainstream now. It's like a lot more about these AI overlords and jobs being taken and data centers. And so, yeah, I felt like there was an interesting opportunity to intermediate and hopefully translate some of those stories into the public sphere.
13:01Claire Zau:So are you going to keep doing Zowie talks in this new role? Like how is this being set up?
13:07Josh Machiz:Yeah. That was a really important point for me was that I think as even an investor generally, like you should always have an opportunity to hold your views independently and have editorial control of what you say and how you think about the world. And I think most venture funds, and even at a place like Lightspeed, having differing views is welcome. It's what makes us all better. And so I think for me, it was really important having Zowie Talks as the space that I could continue to refine my ideas, continue to interface with the public sphere. In the same way that I think when you have in the VC ecosystem, a lot of people who have independent X accounts or they have independent blogs, like those are places where they can share their independent thinking.
13:56Josh Machiz:And that in turn actually, I think, enriches the overall firm's collective understanding of, you know, nuance and also understanding of different opportunities and like I think nurturing of like healthy discussion. And so it wasn't honestly even a point of discussion. They're like, oh, obviously you'll continue to have your own platform in the same way that I think if you look at a Fred Wilson at USV, you can use to have their own blog or the various exit counts of investors in the ecosystem or like Bill Gurley and BG2, or sorry, Brad Gershner and formerly Bill Gurley on BG2. This idea that like you can still have an outlet where you share ideas and it doesn't have to be absorbed into the firm.
14:38Josh Machiz:And the army of A16Z. Yes, and that too. Yeah. Yeah. Yeah.
14:42Claire Zau:I am very envious of your role because you pulled off something no one thought could be achieved ever before.
Read the full transcript
14:50Josh Machiz:Yeah.
14:50Claire Zau:You have a split role between investment team and media team. Yeah. How does that work?
14:56Josh Machiz:Yes. I think it I'm so grateful that Lightspeed is a place where they kind of take bets on new ideas like this. I think when I was having conversations of the Lightseat team, actually, there wasn't that much convincing that that needed to happen because it felt very intuitive when I had these conversations with the team that this idea that you have investors, like the role of an investor is very narrative oriented. You are often selling a startup. You are selling investors in your fund. You're selling partners on why they should pick you. And so I think this idea of storytelling, this idea of narrative driving is core to the job.
15:39Josh Machiz:But people, it's just never been, I think, formalized, I guess. And you see it with like previous generations where investors have always been writers. They've always been podcasters. There's a reason why so many investors put their ideas out into the world, because it in turn brings them interesting opportunities. It builds their brand. founders know what they stand for. And so I think in this sense, when I had conversations with the LightSeed team, there wasn't ever a tension or you have to pick one side. It actually felt quite intuitive to have this role where, especially if you are the person that is driving a lot of new media, thinking a lot about the brand and reaching people, even as their pre-founders and converting them and activating them into this ecosystem, then it's sort of a no-brainer to actually be also investing in those people as well.
16:32Josh Machiz:And so I think of really my role as building that massive wide net top of funnel into the Lightspeed community. How do we get people, even when they're a college kid, thinking about AI and tech? How do we get Stanford PhDs who might not have ever been exposed to the VC commercial world, but are still interested in tech and AI and can learn from the Lightspeed community? How do we get operators who similarly haven't been exposed to like how to be a founder and so really targeting these pre-founder archetypes and then my job is to build that out and then think deeply about how we can systematically make sure that we're converting that talent density into interesting opportunities especially at the early stages and precedence each stage well we have to talk about the show
17:22Claire Zau:yes so what does the show entail are you going to do it every day are you going to be live streaming
17:27Josh Machiz:What is it going to be? I mean, there's so much interesting stuff happening in the ecosystem with like MTS and TVPN. I feel like that space has been filled with a lot of high quality content. I think you have really in-depth interviews from folks like Dwarkech, you, the ability to see the behind the scenes of some of these startups and spaces. I think there's opportunities there. But I really think of this as, again, a space where we can recap what's happening in the ecosystem. I really felt like where I've had success in this space has been playing translator for people who are just starting to think about tech and AI and startups and make sure that all those stories that we're seeing in Silicon Valley get told to these audiences.
18:21Josh Machiz:And so I think of Lightwork as our opportunity to introduce all those people into Lightspeed sphere. We're not only going to cover Lightspeed stuff. I think there's an immense opportunity to just be this place where people can digest what's happening in startups, what's happening in deep tech, what's happening in AI. And what we'll do is cover a couple stories every week, try make sense of the world. Josh and I will probably riff on our takes on these things. will have guests from Lightspeed, will have guests from portfolio companies, will have guests even outside of our portfolio experts who are building in this space.
18:58Josh Machiz:And hopefully that will allow some of the mainstream audiences to have this sort of entry point into the Lightspeed universe and what we're thinking about. And in turn, not only just Lightspeed universe, but also the venture startup ecosystem. Sorcery is brought to you by Brex,
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20:38Claire Zau:Visit Turing.com slash S-O-U-R-C-E-R-Y. So what are the biggest things that people are watching right now, other than the Elon Musk, Sam Altman trial? There's that.
20:51Josh Machiz:I think a lot of people are very curious about this idea of an AI bubble. I think people have kind of seen the rise and fall of crypto as this life-changing technology and haven't really seen that tangibly reach their lives. And so I do think there is this interesting moment where a lot of people have skepticism about whether or not AI is actually going to tangibly change our lives for the better. And I can go into that whole narrative issue there. I think people are curious about just the open AI, Anthropic, XAI, Google, who's going to come out of this, what happens to these big models. I think there's a lot of discussion around geopolitical tensions.
21:45I think a lot of discussions around the even like deep tech.
21:51Josh Machiz:I think there's excitement about robotics, excitement about autonomous vehicles, about space. So those are probably the things that are kind of percolating in my mind right now.
22:00Claire Zau:Well, what are you most excited about?
22:02Josh Machiz:I am, I think for my role as plain translator, I've had to cover everything. But I am most excited about telling stories really about the startups in the ecosystem. And honestly, a lot of the innovation happening. I think a little less. I think there are a lot of people on the ground, for example, covering Elon versus OpenAI trial. I think there are a lot of people covering the politics of it all. But I think what I would like to inject in the space is what I frankly feel, which is this optimism around innovation and tech and startups. And this idea that we are in this unprecedented moment where we have never seen the sort of step change in technology.
22:50Josh Machiz:And we're really just accelerating it in ways that we've never seen before. And so how do we make sure that we're sharing those stories? What does AI unlock in healthcare, in medicine, in climate? And it feels like in a world where all the headlines are centered around AI is going to take your job, Elon and Sam are fighting, AI data centers are going to ruin everything hopefully not not ignoring those stories I cover those often but also recognizing that this is a very exciting time for humanity and for builders and for people who are curious about the future like this is truly just a once in a lifetime moment and so hopefully making sure we tell those stories so that people can feel like they they can be part of it too and not not necessarily locked out in in the permanent underclass if you will one of the things I find
23:41Claire Zau:really interesting about the AI narrative is that Stanford study on Gen Z, like hating AI, which I just think makes no sense because they actually don't know a world without AI. They would be going into investment banking. I don't know if they've changed and be like, you know, doing ridiculous menial types of tasks over and over again, all this like repetitive work. Like it's, they're technically like the most jobs that are being replaced or they're, they're getting more efficient like or the ones that you wanted to bang your head against your desk yeah it was funny because like we were we were talking about this yesterday even when i was doing my newsletter like i thought this was like beneficial to me but i just can't keep up with it anymore because it's so manual i would go in every week and i would take all of the top funding announcements and i would put them in a newsletter i would organize them i'd make sure the links work like all this stuff it would take me like three hours yeah um I still don't know how to do it but like there's jobs like that and jobs especially in investing where it's like you would have to pull from so many different sources to find actual information and data but now you just click these buttons you type these things and it's like ready to go yeah um so I don't know I just I just think like one I think those like narratives on like Gen Z is they're just so lucky that even if they are saying that, I don't think it's true because they just don't know a world without it.
25:11And two, like, it's only getting better.
25:14Claire Zau:Like, it's getting a lot better.
25:15Josh Machiz:Yeah.
25:16Claire Zau:And the jobs that were once before, like, they just, you don't, you don't want to be doing repetitive work. Yeah. That's what it's replacing.
25:24Josh Machiz:Yeah. I have a lot of thoughts on this because I also, you know, having been at a firm where we covered a lot of like workforce tech and labor changes i mean my my thoughts on this are that it's very easy to overestimate the short-term impact of technologies and and very difficult to actually remember the the potential long-term and i think if you really zoom out to your point there were if you look at like a hundred years ago um people had to go to libraries and read books yeah which i i i still recommend but
25:59Claire Zau:but no but like to get like any sort of information any sort of financial information you'd have to
26:05Josh Machiz:like read yes physical information but i'm just thinking even to your point around like the menial tasks that have evolved right like we had people were literal door knock like alarm clocks human alarm clocks like they would walk around but this was before we the invention alarm clock uh we had people their jobs were to wake up in the morning and go to door to door to wake people up And so like, yes, that is a job, but that person now, you know, 150 years later is probably doing something a lot more fulfilling and interesting than being a human alarm clock. Or we, you know, I think when I think about computers, right, like we literally had women plugging wires in and out to process compute.
26:46Josh Machiz:And so I think jobs will always evolve. I think it's easy to look at today and see this technology and think that they're like, I don't even think there's really a true, maybe for certain roles like coding contact center work, where you do see one-to-one replacements, but most times you see that labor being abstracted to like a higher, more useful level. I think, for example, the banking analogy, I did a video a couple of days ago on cloud finance agents and, you know, obviously a lot of fear around this is going to take multi-analysts. What happens to analysts? And I'm like, when analysts were staying up till 2 a.m.
27:25Josh Machiz:moving logos around and like manually typing notes, was that a fulfilling task for them? Probably a more fulfilling task is learning the judgment and storytelling around how to pitch or how to tell a story around an IPO. Like that's a much more interesting task for an analyst to do than mainly moving logos, which AI can do now at 2 a.m. And so I always I think there's a little bit of a tunnel vision when it comes to this labor story. And I also do 100 percent agree. There's just and maybe this is where I feel like a strong passion about is just this whole idea that like tech is. often misinterpreted.
28:10Josh Machiz:Like AI itself is just this encompassing thing that people, they don't recognize like the ways that it's used already. We've already had AI for Siri, facial recognition. And so this idea that you can now suddenly be like, I'm anti-AI is just, to your point, so foreign to me. And I hopefully through the content that I can put out, people can build that nuance and understanding that like yes AI can be used for personalized cancer vaccines it can be used to create really cool Disney animatronics uh and and it's not just like better search engine or you know uh AI girlfriend AI boyfriend which I feel like right now in people's heads that's what
28:48Claire Zau:AI represents because you have such a strong like pulse on how people perceive things in the mainstream yeah through these different social channels given that you are an expert in this it's your job how do you think these big companies that are receiving like lots of backlash how do they curb that yeah image yeah whether it's open ai anthropic you know like yeah i mean i think
29:17Josh Machiz:generally the ai world has an issue around like expectations versus delivery of the um i think when we have these very dramatic statements about white collar go work going away or you know we will see we will have AGI by 2027 like I think you feed into this frenzy and people are confused they're trying to make sense of world so they fall into this frenzy but then time and time again at least over the last few years it hasn't it hasn't turned out that way so I think there's almost like a boy who cried wolf dynamics coming out of like the ai world sometimes where if you're deep in it and you're following the way that we do like i'm excited because every single thing feels like a step change and we're continually seeing the progress of like this technology is evolving faster than ever i'm seeing the capabilities that get unlocked but then i think if you're a person outside of tech you're basically hearing like this thing's gonna become super intelligent and we're gonna reach a singularity and then every time you see a new release.
30:26Josh Machiz:It's like, oh, wait, there are still hallucinations. Oh, wait, this thing actually can't do a lot of things. What are these tech bros saying? And so I think that's a dynamic at play here is the tech industry, I think, can do a better job of inviting people in. I think there's a lot of to what we were discussing, this like permanent underclass discussion is probably not very conducive to people feeling excited about technology and innovation. I think there's opportunities where people, you know, especially when I've done videos breaking down the technology, people have been like, wait, this is actually really cool.
31:01Josh Machiz:Or this is how AI should be. So I'm like, guys, this is how AI has been. You know, when I think about like isomorphic labs or what Demis and his team are doing with Allifold, like because these stories are not told, the mainstream's conception of tech and AI is limited to the very scary headlines and less so the optimistic, exciting step changes that we're making in all of these important fields. So yeah, I think often the work to be done here is real, or the job to be done here is to really hopefully externalize some of the progress that's being made in tangible ways. Because I think if you go to an average person and you say, look, like whatever new model has now achieved XYZ on what benchmark like that doesn't mean anything to a person on the street and so how do we make sure that we we tell those stories and we make sure that it's known that you know people in the tech space like i i think a lot of people in the tech space genuinely believe in a better future like i don't think everyone is in this industry because everyone's trying to be a super villain and so how do we make sure that there is some sort of leveling between these two spaces who do you tells the story best?
32:18Josh Machiz:I think Dworkash does a really good job. CEOs. Oh, CEOs. I actually, I was having a discussion about this a few days ago. We had, Robbie had a book talk discussion with Sebastian Maliby. He recently wrote The Infinity Machine on Demis. And I think of the prominent AI leaders, I think Demis does a pretty good job of actually translating the technology into more quantifiable and tangible ways for like your every person. Because I think there's a lot of focus on like benchmarks and a lot of focus on unlocking. And you see the unlocking capabilities in certain deeply technical spaces like coding. But I think the work that Google and Demis has done around storytelling, around AlphaFold, around what they can unlock in games of AlphaGo and AlphaZero, I think that has been helpful because it's tangible for people to see the step change in gaming versus I think when you just put a benchmark in front of a person, they're not really, they don't know even how hallucinations work.
33:32Josh Machiz:So it's hard to make them care about this technology when it doesn't really impact their daily life. So I don't know. That's probably my answer. But I think Dario does a good job of really prioritizing the safety aspect of all of this. I think that's definitely on top of people's minds. Like that's when I think about comments from the mainstream. like one of the top concerns is that we're kind of moving fast, breaking things. And so I think Dario does a pretty good job of really making sure that safety is top of mind in anything that they're putting out there.
34:14Claire Zau:Joining the mega fund that is Lightspeed, you have a whole new portfolio to learn off of. What portfolio companies are you excited to dig deeper into?
34:25Josh Machiz:There's a lot. It's so fun because, you know, when I was covering startup rounds, there were so many LightSeed portfolio companies. And now I have I'm like on the other side of that. I think there are a couple of even just more recent, interesting ones. Like, I think there's so much happening in this new layer of infrastructure for agents that's completely new. And so you have companies like Sycamore Labs that LightSeed just invested in. Raindrop just released something new. So this idea that around this ecosystem of agents, you have to build audit trails, like you have to build harnesses for them.
35:06Josh Machiz:And so there's all these different opportunities to base or build safety for agents. Like there's all these new, with this new paradigm, you have this new opportunity for all these, this tooling to support agents, which we've never had before. I think that's interesting seeing what the team is doing in investing in even like mainline services, places where AI or tech traditionally hasn't touched. So they recently invested in a company called Modus, which is doing a lot in the audit space, which traditionally like dominated by small, medium businesses or like the KPMGs of the world. Now you have an opportunity to build like an AI native audit service.
35:46Josh Machiz:And in that case, they actually bought an actual audit firm. So that's interesting to see. I think seeing kind of the AI role at play even play out internally. And then obviously companies like Anthropic, which are, you know, Lightspeed has played such an important role in the Anthropic journey. And so being able to kind of see side by side the ways that Lightspeed is collaborating so closely with Anthropic as it kind of enters this next era. I don't know. It's just so fun. Like every day I go back and I'm just so energized by the conversations and the rooms I get to be in and the insights I even just get by by osmosis of being in the room with some of the investors on this team.
36:29Claire Zau:Yeah, that's amazing. That's a lot of it.
36:31Josh Machiz:Yeah. No, it's like truly a dream, you know, dream role where this is the if you want to talk about like the frontier and where things are happening, these are rooms to be in. And my passion of being able to translate all that into making it more inviting for people to to be feel like they're part of it. There's just like not a better place to to be able to do that.
36:55Claire Zau:Today's episode is sponsored by VCX by Fundrise, the public ticker for private tech, allowing investors of all sizes to invest in venture capital. Learn more at getvcx.com. Some of you may not have heard this yet, but our sponsor public just launched something called generated assets, and it brings AI into investing in a way I've honestly never seen before. Here's how it works. You type in an idea like AI-powered supply chain companies with positive free cash flow, or defense tech companies growing revenue over 25 % year-over-year. Publix AI then dispatches a swarm of agents that scan every single US stock, evaluates them, and instantly builds a custom index around your thesis.
37:36Claire Zau:What really stands out is how clearly it explains why each stock is included. And before you invest, you can even backtest your idea against the S &P 500, so you're making decisions with real context, not just guessing. And beyond generated assets, Public lets you invest in stocks, bonds, options, crypto, all in one place. They'll even give you an uncapped 1 % match when you transfer your investments over from another platform. If you want to build a portfolio that actually reflects your thesis, visit public.com slash sorcery, paid for by Public Investing. Full disclosures in the description. enterprise ai runs on merge the ai infra platform for integrations agent tooling and model orchestration so your teams ship product not plumbing mistral dropbox and drada already trust merge in production start building at merge.dev founders scale faster on deal set up payroll for any country in minutes hire anyone anywhere get visas handled fast and get back to building.
38:33Claire Zau:Visit deal.com slash sorcery. That's D E L.com slash sorcery. Is there anything we haven't covered yet that you want to talk about?
38:43Josh Machiz:Not really. I'm curious, like your thoughts on, on all things new media. I mean, you're, you're like truly a pioneer in this space. I distinctly remember when you had been starting sorcery, I've been, you know, leveraging it. It was like so useful for me. And then when you went full time, I was like, I love that. Um, I cannot wait to see it grow and you know grow it did I know I mean it's a lot of work yes content is I think that's one of my takeaways is um content is a lot of work every time I think I've cracked it I have
39:16Claire Zau:not and something changes and I gotta redo it and like it's really awesome because I've gotten to the point now where I've I have a team around me I have like two people that I pay pretty much full-time yeah very nice full-time salaries yeah uh thank you to brex and um and like it's just it unlocks so much more when you take and okay so i think this was my biggest realization that would have benefited my investing experience early on people always say like invest in someone who is not doing this part-time like that is full-on locked in no risk like all all risk like no like hesitations once i went full time on it and i saw the roi i was like holy shit this is insane like it went boop and then all of a sudden i'm getting alfred lynn and alex carp and anderal and all these people and i think i think the fact of like building these arcs too is important like my arc my story has been similar to yours like i i've been in investing for like six seven years It's like my whole career.
40:22Claire Zau:I started right after college and I started the newsletter like a year after. Yeah. Just like starting work. And so just like I've just like been building that for a while. So I had some people that knew about me maintaining relevancy like once a week through the newsletter, which is really cool. And then I did become known for that. And then I realized, oh, wait, if you market something, it grows. yeah and so I tried more things we did the podcast and um like it wasn't until um yeah it wasn't until I got my Breck sponsorship that I was like oh my god like this is a real thing yeah and maybe I could do both yeah right now like I'm really 100 % focused on sorcery I can't handle like multi-brain on this because it's like it's me it's all on me like if it fails it's my fault but like one day I'll get back there I know a lot of people are always asking me like when I'm gonna start a fund yeah and so to be continued but I don't know so yeah but it's it's just like so much fun and it gives you so much of a more a greater perspective on things than being just so insular yes so like having this like exposure to the outside world um I'm building much better relationships with everyone I'm having my own relationships with people um it's not just you know under the guise of being an employee like i have like i'm texting most of my guests like we become friends afterwards like they're excited to come on like it's a really cool
41:51Josh Machiz:unlock that i just was not expecting for sure like i think there's it's such a helpful way to build relation like scale building relationships with people in a non-transactional way because i do think in metro it's like it's the most transactional place on earth like especially in San Francisco exactly and so like with media I found it to be like how do you reach people how do you build trust and credibility even before you've actually like met them in person um and a lot of people know what you stand for and I think you know similar to you I had this unlock when you know I thought I was only going to reach like 20 ,000 people uh and now it's grown to what it is and and then I had brands like um like brands like Vanta, Perplexity, Meta like all of them knocking on my door being like, please, can you share what we're building with our audiences and formal partnerships with them?
42:42Josh Machiz:And so that's when I was like, oh, wow, these are all these companies that I've been tracking in the space. And now my little window is what you want to... That's when I realized that tech does a good job of marketing to each other, but they really have a tough time, I think, spreading that narrative outside. So that was the moment for me. But yeah, I think there's, it's just been so fun building media platforms. I'm inspired by what you're doing. I'm excited for hopefully your fund. I'm sure you're seeing so many interesting opportunities out there. So like, you know, I view you as someone in many ways who's like also pioneering this kind of hybrid role of someone who can build a brand, who can build a community, and then translate that into very interesting opportunities and people that you come across.
43:26Claire Zau:Yeah, my bank account can't really survive any more of these angel investments. Yeah, yeah, yeah.
43:30Josh Machiz:Do you get recognized on the street? So it's so weird because in my head, this is literally a side internet thing. And then, yeah, I've been recognized in my building before in Soho. In SF and Palo Alto. I would say like where there are tech people. Sometimes I will weirdly, this is like when I'm like, oh my God, I'm actually perceived as a human. And I walk around and exist in the world as a normal human. And I don't think people recognize me. and so the other just two days ago I got a DM that was like were you in shack 15 taking a conference call I think that was you if so I'm a fan but I was like that's so nice but also oh my gosh I probably was like so I think there are moments like that where I'm like oh wait I probably can't walk around like you know it I have to sometimes realize that that people are watching you yeah Yeah.
44:22Josh Machiz:Yeah. But, you know, for the most part, I'm like, I am such a small person in the it's not like I have multi millions of people following me. And for the most part, it's just a lot of fun being able to connect with people who are in tech or interested in tech. Like everybody that I've met through this has been so kind, so cool. And yeah, it's just. For the most part, I'm still very much a regular person who is just excited about tech and excited that I get to tell these stories.
44:48Claire Zau:yeah it's funny visiting San Francisco I think that's when I get the most oh my god you're famous
44:53Josh Machiz:I know and I'm like wait really I just feel like I'm just a person who's like honestly most days I'm like oh this is just I think like I see the numbers grow but I'm like you're just like posting
45:03Claire Zau:stuff on the internet so it's hard it's so it's so weird to me because I like I think similarly to you it's like I'm constantly just like online I don't think people actually and I do see who's liking it and all this kind of stuff but like it doesn't it's like not real real at all it doesn't feel like yeah it just it feels like some weird thing and then I go to events and people are like oh my god you're molly I'm like yeah that is yeah it's me I know and then I'm like oh wait so they
45:30Josh Machiz:actually watch something and I get a little embarrassed but or hopefully now they watch
45:34Claire Zau:something because sometimes I think people just say that but they don't actually watch anything maybe they're just scrolling yeah so I'm hoping that converts some more listeners yeah yeah I love that. Okay, well, cool. As we wrap up, what are you most looking forward to in the next 12 months? I'm not going to say this year because it's like kind of halfway over, but so much.
45:51Josh Machiz:We have a lot of things in the works. The team here is amazing. Like just, again, so energized by being in the room of investors, by our marketing team, being able to work with Josh, with Ravi, Bejal. Everybody is just like operating at such high clock speed. And so from an investment standpoint, this is, you know, again, the most exciting time to partner with some emerging builders in these ecosystems. So I'm excited to continue to meet people. I before was mostly investing in ed tech and workforce tech. And now I get to really expand beyond to my interest in AI and frontier. So meeting people there that very excited for that.
46:31Josh Machiz:I think on the new media front, there's a lot of different initiatives we're hoping to drive. I think building more productizing and operationalizing a lot of that funnel from like, how do we make sure that every investment or company we're interested in goes through kind of this, the Lightspeed or Lightwork marketing machine? And how do we make sure that their stories are being told to the mainstream, to the tech world? And yeah, I think there's just a lot of low hanging fruit. One of the things I've realize with Lightspeed is you have this cohort of just very intelligent, so thoughtful, so intellectually rigorous people.
47:14Josh Machiz:And I think they're so non-promotional as humans. And I've had, I walk away from every discussion, I'm like, oh my gosh, I wish you would just write, or I wish you would share what you have in that brain of yours, because 18-year-old me in college would have loved and died to just like have access to some of these insights. And so I think one of the exciting things I'm hoping to unlock is the fact that you have this density of just big thinkers on this team in the portfolio, in the spheres around Lightspeed, who, because they think, you know, it's just normal for them to be doing the things that they're doing, hopefully externalize all of that and make it accessible and recognize that like these are really, category, ecosystem shaping insights that hopefully will continue to nurture the ecosystem.
48:08Josh Machiz:It's amazing.
48:09Claire Zau:Yeah. Well, welcome to your new home. Thank you.
48:12Josh Machiz:I hope to have you on for more conversations. Josh and I love you. So we're going to hopefully have you on for more episodes in the future.
48:20Claire Zau:Cool.
48:20Josh Machiz:Yeah. Thank you so much, Claire. And hopefully we'll get to collab more.
48:23Claire Zau:I know. And I can't wait for your new music ringtone. Zowie wowie. It's going to be good. Thanks. Hey, it's Molly. If you enjoy our interviews, check out our newsletter, Sorcery.bc, where we deliver a once a week top deals and tech headlines email, and also go deeper on our podcast interviews. Subscribe to Sorcery today. And don't forget to subscribe to the podcast on YouTube, Spotify, Apple, or wherever you listen. Link in description to sign up.
From the publisher
Claire Zau is a pre-seed and seed investor at Lightspeed and co-host of Lightwork, Lightspeed's new weekly AI podcast with CMO Josh Machiz. She also runs Zauey Talks, where she reaches 350K+ people and 10M+ monthly impressions explaining AI and startups to an audience that mostly does not work in tech.
Tech is racing to own direct distribution and auramax to save their lives. a16z acquired Erik Torenberg's Turpentine in 2025, OpenAI acquired TBPN in 2026, and Jack Altman's Uncapped joined Benchmark. Lightspeed's move was to bring in one of the strongest creators in the space and give her a dual mandate: keep building for the mainstream while investing at the earliest stages.
Molly sits down with Claire to talk about that split role, why Lightspeed bet on it, and what Lightwork will cover. They get into the gap between tech Twitter optimism and mainstream skepticism, the AI bubble question, the jobs narrative, and which AI leaders tell the story best. Claire also breaks down the Lightspeed portfolio she's digging into, from agent infrastructure to an AI-native audit firm.
About Lightspeed
Lightspeed is a global, multi-stage, venture capital firm managing over $40B in assets. Since its founding in 2000, Lightspeed has been the first investor and an early backer of some of the most innovative companies in the world including Abridge, Anthropic, Anduril, Castelion, Databricks, Glean, Mistral, Navan, Neko Health, Netskope, Thinking Machines, Reflection AI, Rubrik, Snap, Skild AI, Vinted, Wiz, and more.
Claire Zau: https://x.com/clairejyz
Molly O’Shea: https://x.com/MollySOShea
Sourcery: https://x.com/sourceryy
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