Semil Shah is back for another episode of Generative Quarterly with Michael Mignano, Lightspeed Partner and host of Generative Now. Semil is a founding General Partner of Haystack and a Venture Partner at Lightspeed. Semil and Mike discuss the seed investing landscape, challenges and opportunities in building consumer tech, and competition between Apple and Google.
Episode Chapters
(00:00) Welcome and Introduction
(00:37) Shohei Ohtani and Baseball
(03:25) State of Seed Investing
(11:04) Semil’s Advice on Pitching Venture Capitalists
(14:26) VC Fund Dynamics and AI Hype Machine
(18:42) Miami’s Tech Scene
(19:18) Building the Next Big AI Consumer Product: Hype vs Reality
(26:52) Apple’s New iPhone: Where is the Apple Intelligence?
(32:17) Google Android
(34:04) Conclusion
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