Generative Now | AI Builders on Creating the Future
PART 1: Generative Quarterly with Semil Shah | Consumer AI Tech, Seed Investing, and Apple
Oct 3, 2024
Semil Shah, a founding General Partner at Haystack and Venture Partner at Lightspeed, joins for an engaging conversation about the seed investing landscape. They unpack the rising trends in early-stage investments and how startups can attract discerning investors. Semil shares insights on the rivalry between Apple and Google, discussing the gap between marketing blitzes and real product functionality. The discussion also touches on the challenges of building successful AI consumer tech and the allure of a digital detox in today’s hyper-connected world.
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Quick takeaways
- The current seed investing landscape is thriving, with increasing accessibility to funding rounds between $3 to $5 million attracting a wide array of investors.
- Consumer-focused investments face heightened challenges amid evolving tech giants' competition, forcing entrepreneurs to navigate skepticism and market traction difficulties.
Deep dives
The State of Seed Investing
The current state of seed investing is characterized by heightened activity, particularly in the fall when new company formations peak. Investors are noting that rounds under $3 to $5 million are becoming increasingly accessible, attracting both seasoned fund managers and newcomers. As the venture capital landscape evolves, a sense of urgency has emerged among LPs to invest early and capitalize on exciting new opportunities. This shift is manifesting in an influx of interested parties eager to fund small venture capital firms, leading to a vibrant atmosphere for seed deals.
