In this episode of Generative Now, Lightspeed Partner Michael Mignano sits down with two co-investors: Steve Jang, Co-Founder and Partner at Kindred Ventures, and Scott Belsky, Partner at A24 and founder of A24 Labs. Together they explore the current state and future of consumer AI, from why most products still look like chatbots, to what’s next in AI-powered hardware, browsers, and personal agents. They dive into the concept of “personal AI,” discussing memory, context, and the emerging opportunities (and risks) around consumer data and model control. They also touch on use cases like AI-powered dating wingmen, simulated versions of ourselves, and the next generation of AI-first operating systems.
Episode Chapters:
(00:00) Welcome and Introductions
(00:43) The Current State of AI Products
(02:48) Surprises and Challenges with LLMs
(05:24) Future of Consumer AI and Personal AI
(15:49) Memory and Personalization in AI
(21:52) Potential Risks and Business Models
(24:22) The Battle for User Data in AI
(25:11) Optimism in AI Model Inference
(27:00) The Role of Open Source Models
(28:13) The Future of AI Hardware
(28:54) Challenges and Opportunities in AI Hardware Startups
(30:29) The Evolution of Consumer Hardware
(38:36) The Reinvention of Browsers
(46:23) The Potential of AI-Enhanced Browsers
(47:54) Conclusion and Final Thoughts
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