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News & Content
News, insights, and content from Lightning Capital


The Ripple, Not the Splash: Where AI's Next Category Leaders Are Forming
Most of the AI conversation is about the splash. The lasting companies will be built in the ripples, and they’ll win on go-to-market as much as on technology. I’ve spent about twenty years in Silicon Valley, most of it on the go-to-market side, in the room when a founder tries to convince an enterprise buyer that something new is worth changing how they work. That seat teaches you something the headlines miss: technology doesn’t create value when it’s invented. It creates...

Michele Griffin
1 hour ago4 min read


Investing in the Future of AI Infrastructure: Why We Invested in Phasic Energy
June 2, 2026 — New York, NY Every major technology shift creates pressure on infrastructure. The AI era is no different. As artificial intelligence scales globally, compute is becoming one of the defining infrastructure constraints of the next decade. Next-generation chips are delivering extraordinary performance, but they are also creating new demands on power, thermal management, and data center design. That is the opportunity Phasic Energy is pursuing.

Michele Griffin
1 hour ago3 min read


Lightning Capital Announces $100M Venture Fund II Target; Michele Griffin Joins as GP & COO
Press Release Lightning Capital Management Group LLC, Investment Manager to a Multi-Strategy Platform of Private Funds, Announces $100 Million Venture Fund II Target and Integration with Premier GTM; Michele Griffin Joins as General Partner and Chief Operating Officer

Jason Albanese
1 hour ago3 min read


Navigating a Shifting Global Landscape
February 28, 2026 Policy Insights The current decade marks a period of structural realignment across the global economy, an intersection of technological acceleration, shifting capital flows, and evolving policy paradigms. Digital infrastructure is rapidly becoming as consequential as physical infrastructure was in the last century. Artificial intelligence and blockchain technology are driving technological deflation, compressing costs across industries and redefining...

Jason Albanese
1 hour ago3 min read


Innovation as a Macro Variable
January 26, 2026 Macro Insights For years, technology was treated as a cyclical tailwind — a sector that moved with capital markets. That framing no longer holds. In 2026, innovation is better understood as a macro variable. It is a structural driver of growth, productivity, and increasingly, geopolitical positioning. Across industries, digital infrastructure is reshaping how economies function. The conversation has moved beyond tech stocks and AI cycles. What matters now...

Jason Albanese
1 hour ago4 min read
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