Mike Speiser

Building extraordinary products with extraordinary people

📍 San Francisco Bay Area, United States🔄 Updated September 2026💼 18 investments📅 17 years investing🗓 Last invested Jan 2025
VC🌍 United States
18
Total investments
12
Early stage
0
Mid stage
0
Late stage
17y
Years active

Portfolio

16 investments · sorted by recency
All investments
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Mid stage
Late stage
Founding CEO, Investor, and Board Member
Jan 2025
Bench is an AI-powered workspace that uses internal and external tools, information, and powerful combinations of AI models to get your work done.
Founding CEO, Investor, and Board Member
Nov 2023
Were building the worlds coolest creativity tools. We are a small team of passionate researchers, builders, designers, and storytellers with big ideas.
Founding CEO, Investor and Board Member
Jul 2022
Augment is the AI coding platform built for enterprises - powered by a highly secure, production-grade Context Engine developed over 2.5 years in stealth until our public launch in November 2024. Augment semantically indexes your entire codebase, documentation, dependencies, and internal knowledge in real time to enable devs to ship code faster, onboard in days instead of months, and modernize legacy systems with confidence. We are alumni of global-leading AI and cloud companies including Google, Meta, NVIDIA, Snowflake, and Databricks - all on a mission to provide enterprises with context that actually understands your codebase. If, like us, you believe in augmenting and not replacing software developers, join us on our mission to improve software development at scale using AI.
Founding Investor and Board Member
Oct 2019
Luminary Cloud is the world’s first Physics AI Model Factory, the fastest and easiest way for engineering companies to build and deploy Physics AI models. Physics AI models enable designers and engineers to instantly predict the physical performance of products like cars, aircraft, electronics and turbomachinery. Luminary is pioneering this new category of AI that will revolutionize how physical products are made. We are doing this by embedding physics intelligence and expertise into the process of engineering design and even into the products themselves. Customers span industries from aerospace and defense, automotive, industrial manufacturing and sporting goods, including Otto Aerospace, Joby Aviation and Sceye. We are hiring! Check out our open roles here: https://ats.rippling.com/luminarycloud/jobs
Founding Investor and Board Member
2019
https://onlinecareer360.com/
Founding Investor and Board Member
2017
Amidst today’s tool overload, Transposit's end-to-end automation guides teams with instant contextual awareness and improves efficiency by 100x. At the center of Transposit is a 24/7 AI copilot, a tireless team member customized to understand every customer’s unique environment to offer suggestions and surface automations. Transposit uniquely guides teams through the entire incident lifecycle with on-call management, automated runbooks, and thousands of integrations and automations. Our human-in-the-loop approach to AI enhances the unique expertise of humans, empowering teams to accelerate response and resolution.
Founding Investor and Board Member
2017
Observe – the AI-powered observability company – is reinventing how businesses detect anomalies, troubleshoot applications, and resolve incidents to deliver exceptional customer experiences. Only Observe eliminates silos of logs, metrics, and traces by storing all data in a single, cost-efficient data lake, analyzing all telemetry data using a single language, and providing access through a single, consistent, user interface. Observe’s AI-Powered Observability enables companies to resolve software incidents three times faster at one-third the cost. Customers such as Capital One, Dialpad AI, Top Golf and more trust Observe to turn their data into actionable insights. Investors include Capital One Ventures, Evolution Equity Partners, Madrona Venture Group, and Sutter Hill Ventures.
Founding Investor and Board Member
2017
In business, stealth mode is a companys temporary state of secretiveness, usually undertaken to avoid alerting competitors to a pending product launch or other business initiative. A stealth product is a product a company develops in secret, and a stealth company is a new company that avoids initial disclosure as to its existence, purpose, products, personnel, funding, brand name, or other important attributes. The term stealth innovation has been applied to individual projects and ideas that are developed in secret inside a company.
Founding Investor and Board Member
2017
At Ghost, our mission is to make self-driving for everyone. We build autonomous driving software for automakers, based on a breakthrough in artificial intelligence that finally makes highway autonomy safe and scalable for the consumer car market. Ghost was founded in 2017 by John Hayes and Volkmar Uhlig. Before Ghost, John co-founded Pure Storage, taking the company public in 2015. Ghost is backed by investors including Mike Speiser at Sutter Hill Ventures, Keith Rabois at Founders Fund, and Vinod Khosla at Khosla Ventures.
Founding Investor and Board Member
2017
Clumio helps organizations simplify data protection in AWS. Its secure air-gapped SaaS solution enables organizations to achieve stringent compliance requirements, backup and restore data in minutes, and gain better visibility to optimize cloud storage costs. Join a community of passionate users and try Clumio for free today, visit: www.clumio.com
Founding Investor and Board Member
2015
Lacework is the data-driven security platform for the cloud. The Lacework Polygraph® Data Platform automates cloud security at scale so our customers can innovate with speed and safety. Only Lacework can collect, analyze, and accurately correlate data across an organization’s AWS, Azure, GCP, and Kubernetes environments, and narrow it down to the handful of security events that matter. Customers all over the globe depend on Lacework to drive revenue, bring products to market faster and safer and consolidate point security solutions into a single platform.
Founding Investor and Board Member
2014
Sigma is the AI apps and analytics platform connected to the cloud data warehouse. Using Sigma, business and technical teams can build intelligent, production-ready AI apps that accelerate and automate operational workflows. Sigma provides a spreadsheet interface, SQL and Python editors, visual builders, and native AI to help teams turn live data into interactive applications, analysis, reports, and embedded experiences.
Founding Investor and Board Member
2012
**Snowflake is proud to be the Official Data Collaboration Provider for LA28 and Team USA.** Snowflake delivers the AI Data Cloud — a global network where thousands of organizations mobilize data with near-unlimited scale, concurrency, and performance. Inside the AI Data Cloud, organizations unite their siloed data, easily discover and securely share governed data, and execute diverse analytic workloads. Wherever data or users live, Snowflake delivers a single and seamless experience across multiple public clouds. Snowflake’s platform is the engine that powers and provides access to the AI Data Cloud, creating a solution for data warehousing, data lakes, data engineering, data science, data application development, and data sharing. Join Snowflake customers, partners, and data providers already taking their businesses to new frontiers in the AI Data Cloud.
Series B Investor and Board Member
2011
Sumo Logic turns insights into action by enabling customers to deliver reliable and secure cloud-native applications through its Sumo Logic SaaS Log Analytics Platform.
Founding Investor and Board Member
2011
We are Sila—a next generation battery materials company dedicated to accelerating energy transformation for a more sustainable future. Our next-gen anode material is the first significant chemistry improvement to lithium-ion batteries to reach the market in 30 years. Our silicon anode material is a simple drop-in replacement to graphite and significantly boosts the energy density of lithium-ion batteries without compromising performance. Today, Sila science powers innovative consumer electronics. Tomorrow, it will fuel our EV future and the electrification of everything. We work directly with leading consumer electronics and automotive OEMs to help accelerate product roadmaps, and partners with battery manufacturers commercial cell production. Our partners include BMW, Daimler, and ATL. Sila Nano’s first products significantly increase the energy density of state-of-the-art lithium-ion batteries. Our materials are manufacturable economically at scale and are drop-in replacements to existing battery manufacturing processes.
Show all 16 investments ↓
Experience · 22 entries
All (22)
Investments (18)
Founder (1)
Board (18)
2025
Founding CEO, Investor, and Board Member
Jan 2025
Bench is an AI-powered workspace that uses internal and external tools, information, and powerful combinations of AI models to get your work done.
2023
Founding CEO, Investor, and Board Member
Nov 2023
Were building the worlds coolest creativity tools. We are a small team of passionate researchers, builders, designers, and storytellers with big ideas.
2022
Founding CEO, Investor and Board Member
Jul 2022
Augment is the AI coding platform built for enterprises - powered by a highly secure, production-grade Context Engine developed over 2.5 years in stealth until our public launch in November 2024. Augment semantically indexes your entire codebase, documentation, dependencies, and internal knowledge in real time to enable devs to ship code faster, onboard in days instead of months, and modernize legacy systems with confidence. We are alumni of global-leading AI and cloud companies including Google, Meta, NVIDIA, Snowflake, and Databricks - all on a mission to provide enterprises with context that actually understands your codebase. If, like us, you believe in augmenting and not replacing software developers, join us on our mission to improve software development at scale using AI.
2020
It's a secret
Founding Investor and Board Member
2020
2019
Founding Investor and Board Member
Oct 2019
Luminary Cloud is the world’s first Physics AI Model Factory, the fastest and easiest way for engineering companies to build and deploy Physics AI models. Physics AI models enable designers and engineers to instantly predict the physical performance of products like cars, aircraft, electronics and turbomachinery. Luminary is pioneering this new category of AI that will revolutionize how physical products are made. We are doing this by embedding physics intelligence and expertise into the process of engineering design and even into the products themselves. Customers span industries from aerospace and defense, automotive, industrial manufacturing and sporting goods, including Otto Aerospace, Joby Aviation and Sceye. We are hiring! Check out our open roles here: https://ats.rippling.com/luminarycloud/jobs
Show all 22 entries ↓
Investment activity
2009–2025 · 18 investments
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