Generative Now | AI Builders on Creating the Future Generative Quarterly with Semil Shah: Seed Markets, Vibe Coding, and the Flappy Bird Effect
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Apr 10, 2025 In this engaging conversation, investor Semil Shah shares insights on the dynamic landscape of VC and seed investing alongside Michael Mignano. They explore the resurgence of 'vibe coding' in gaming, linking it to iconic apps like Flappy Bird. Shah discusses the shifting tech hub hierarchies post-COVID, especially the rise of New York for fintech and health tech. They debate the evolving value of university degrees in today’s job market and consider the future of incubation programs like Y Combinator amidst increasing investor expectations.
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Tech Hub Dynamics
- Post-COVID, New York's tech scene gained momentum, but AI's rise shifted focus back to the Bay Area due to high salaries.
- LA's tech scene is divided between hard tech and consumer/social, potentially becoming a hub if gaming and AI merge.
Vibe Coding and Casual Games
- "Vibe coding" allows for rapid game development, contrasting with traditional lengthy processes.
- This trend mirrors the early iPhone app store era of simple games like Flappy Bird and Paper Toss.
Seed Investing Challenges in the AI Era
- Semil Shah discusses the challenge of high entry prices for seed-stage AI companies.
- Some investors prioritize picking the right companies over ownership percentages.