Alex Taussig
@ataussig
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Board Director, Global Tech Investor, Digital Commerce Strategist. @LightspeedVP: @ArchiveResale @Faire_Wholesale @Keychain_ai @Vinted @Whatnot @Zola ++
SFO/STS
Joined February 2009
When @LightspeedVP led the Series B for @Faire_Wholesale in 2018, the team was small but the mission was huge: modernize one of the world’s largest offline industries - wholesale. 7 years later, Faire serves hundreds of thousands of retailers and brands across nearly 35
Today we announced an employee tender at a $5.2B valuation, led by WCM. This moment recognizes the progress we’ve made and opportunity still ahead. We're growing 40% YoY, and we're just getting started. Read more on our next chapter. https://t.co/iL31RS7RXb
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This year @Vinted is projected to surpass €10B in GMV and €1B in revenue. Germany is a top market, Vinted Go is rolling out across the continent, and Vinted Pay is up and running. Congrats to Thomas & team. Proud to support you at @LightspeedVP. https://t.co/eiKOLfgW9t
linkedin.com
A big year for Vinted, as our growth rates accelerate we will surpass €10B annual GMV and €1B revenue in 2025. - Marketplace turned Germany from a challenge into a top market, while it expanded...
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Roblox's quarterly engagement hours are now ~82.5% as much as Netflix's. In Q3'25, Roblox was used more than it was the entire first year of the pandemic combined (Q2'2020 through Q1'2021) That is one heck of a PMF chart.
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Knee-jerk reaction from tech circles has been negative, but it's worth remembering that Brian drove $CMG from ~$6 to ~$56/sh in only 6 years (2018-2024), and a big part of that was embracing technology in fast casual. Digital was ~8% of revs when he joined and 30%+ when he left.
NEWS: Starbucks CEO Brian Niccol says the coffee giant is now “all-in on AI.”
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I’d be interested to see the math on $/hr for data labeling vs driving as AVs put pressure on the latter.
Uber will give its drivers in the US an option to make money by doing “digital tasks”. These short minute-long tasks can be done anytime including while idling for passengers: ▫️data-labelling (for AI training) ▫️uploading restaurant menus ▫️recording audio samples of
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Critical insight 👇👇
Sholto Douglas (Anthropic): "Over the last year, RL has finally allow[ed] us to take a feedback loop and turn it into a model that is at least as good as the best humans at a given thing in a narrow domain. And you're seeing that with mathematics and competition code, which are
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Excited to announce an additional investment in @Lightspeedvp-backed Outsmart, led by ex-$DUOL execs, who raised a $25M round led by DST & @ForerunnerVC! We're doubling down on rethinking higher education. More from CEO @jorgemazal below: https://t.co/pFTlXNJHzB
linkedin.com
I’m excited to share that we’ve raised a $25M Seed 2 round. The round is led by DST Global Partners and Forerunner, with participation from Khosla Ventures, Lightspeed, Reach Capital, Abstract,...
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2025 will be known as the year anime officially went mainstream in the US.
Crunchyroll CEO Rahul Purini says anime is 'no longer niche' 💥 "It’s mainstream and gigantic ... It’s now undeniable how big anime has become" (via @THR)
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Smart approach to incorporate projected cannibalization of incremental inventory. Surprised I don’t see this more often, but likely requires significant N to have predictive power. $ABNB
Airbnb uses a fascinating, composite approach to measure the lifetime value (LTV) of listings. First, they start with an estimate of the number of bookings they expect that listing to receive in the next 365 days. This is a rolling estimate that is updated over time. Then, they
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From seed to Nasdaq bell! Today, we got to celebrate @KodiakRobotics’ Nasdaq listing. Back in 2018, we invested in their seed round and @Don_Burnette’s bold vision. Now Kodiak has deployed fully autonomous trucks in commercial service. It’s been a wild ride (pun intended), and
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Re: "10 GW of new gen capacity per year" comment from OAI. That's how much was added in *all of the US* in a single quarter in 2024. Almost all of it was renewables+batteries. The bullish read is that nat gas and nuclear *should* be much more significant net adds.
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This is a pretty remarkable chart. $goog
Google Trends: Gemini vs. ChatGPT over the last 12 months The more features we add, the higher the trend will be, and we're just getting started Long $GOOG
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Today it’s about ringing the @Nasdaq bell, but this moment is about so much more for the team at @Netskope! Congrats to Co-Founders Sanjay Beri, Krishna Narayanaswamy, @Ravi_Ithal and Lebin Cheng and the entire team at Netskope on their IPO. We’ve been proud partners since their
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Parabéns to my friends at @AtlanticoPart on the release of the 6th annual LATAM Digital Report. Always an essential read for those interested in the region! 🥳
“The end of friction” is the theme of @AtlanticoPart's 6th annual Latin America Digital Transformation Report. My top 10 highlights on LatAm tech and VC this year include AI in LatAm, tariff impact, founder archetypes, and venture returns. Link to report at the end of thread👇
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We're back to school! Very proud of our team accomplishments, and honored to partner with @ASMLcompany in our next phase. We're very excited to push frontier AI capabilities in science and technology, with exciting releases ahead.
We’ve raised €1.7B to accelerate technological progress with AI! This Series C funding round, led by @ASMLcompany, fuels Mistral AI scientific research to keep pushing the frontier of AI to tackle the most critical technological challenges faced by strategic industries.
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The AI agent I actually need: Crawl through my Gmail inbox, and unsubscribe me from 99% of the email lists I receive. It's 2025, and I'm ready! Who has built this?
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