Some of the best founders take unconventional career journeys. @SriViswan is no exception. His diverse and extensive career experience led him to build @SycamoreLabs, an operating system for enterprise AI agents. We recently co-led his $65M seed raise alongside @coatuemgmt and had the pleasure of talking with him on our latest episode of The Investment Memo. Sri and Lightspeed Partner @ravirajjain discussed the current market gap for enterprise AI software and how Sycamore differentiates. Check out the video below to hear more. 0:00 Introduction to The Investment Memo 3:44 Reflections on Enterprise Software Challenges 5:50 The Current Enterprise Software Landscape 8:07 Enterprise Requirements: Security, Trust, and Compliance 12:15 Sycamore’s Agent Operating System and How Software Improves Itself 14:07 The Market Opportunity for Sycamore Labs 17:02 Building at Machine Speed: Sycamore's Development Process 20:52 From Two-Week Sprints to Daily Cycles 25:52 Why Lightspeed as an Investment Partner 27:29 $65M Raise and Future Milestones 28:47 Closing Remarks