How AI Can Make Every Employee a Builder | Raviraj Jain, Sycamore Labs

Learn more about Sycamore at https://sycamore.so/ Lightspeed partner Raviraj Jain sits down with Sri Viswanath, founder and CEO of Sycamore Labs, to discuss why traditional enterprise software is fundamentally broken and how AI offers a path to rebuild it from the ground up. Drawing on Sri’s experience across companies like Atlassian, VMware, and Groupon, they explain how legacy software becomes rigid and outdated over time, and why AI enables a new model where systems continuously adapt, improve, and align with how organizations actually work. They explore Sycamore’s vision of an “agent operating system” where software is dynamically generated and refined through real usage, replacing static SaaS tools and manual workflows. The conversation highlights how this approach combines automation, personalization, and enterprise-grade trust to handle the complexity of large organizations, while enabling faster iteration and more intelligent decision-making. They also unpack how AI is changing the way companies operate internally, with teams moving toward “machine speed” as AI agents help build, test, and ship continuously. It’s a clear look at how AI can transform enterprise infrastructure, and why the long-term vision points toward organizations that are far more adaptive, efficient, and autonomous. Chapters 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 ABOUT THE INVESTMENT MEMO PODCAST The Investment Memo is a podcast interview series where founders see their original investment memo for the first time and revisit the deal that started it all. The memo becomes the spine of the episode — sparking honest conversation about early conviction, risk, growth and the relationship that formed between founder and investor. Stay In Touch: Website: www.lsvp.com X: https://x.com/lightspeedvp LinkedIn:   / lightspeed-venture-partners   Instagram:   / lightspeed   The content here does not constitute tax, legal, business or investment advice or an offer to provide such advice, should not be construed as advocating the purchase or sale of any security or investment or a recommendation of any company, and is not an offer, or solicitation of an offer, for the purchase or sale of any security or investment product. The views expressed by our guests do not necessarily represent the views of Lightspeed. For more details please see lsvp.com/legal. How AI Can Make Every Employee a Builder | Raviraj Jain, Sycamore Labs    • Video