Exploring Market Expansion and Defensibility in AI Startups

In this special mailbag episode of Generative Now, Lightspeed Partner Michael Mignano tackles your questions from X and LinkedIn. He gets into AI's market expansion, startup defensibility, which verticals investors are watching, and how the most interesting new roles are being shaped by AI.  Plus, Michael shares what is exciting about consumer AI products right now.

Episode Chapters

(00:00) Introduction

(00:35) AI Opportunities: New vs. Existing Markets

(02:09) Will SaaS TAMs Expand or Contract with AI?

(02:59) Creating Defensibility for Consumer AI Startups

(05:29) Emerging Roles: Agent Engineers vs. Agent Managers (08:25) Best Verticals for Consumer AI

(11:39) What Acquisition Could Fix Apple's AI Lag?

(13:19) AI's Potential in Dispute Resolution

(14:38) The State of VC Funding in AI 

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