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.

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