Generative Now | AI Builders on Creating the Future
Generative Quarterly with Semil Shah: Seed Markets, Vibe Coding, and the Flappy Bird Effect
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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Quick takeaways
- The evolving landscapes of tech hubs, particularly post-COVID, showcase shifting gravities with New York attracting talent amid AI-driven growth in health tech and fintech.
- Vibe coding is emerging as a revolutionary method for rapid game development, potentially reshaping consumer engagement and product marketing in the gaming industry.
Deep dives
The State of Tech in Major Cities
A comparison of tech hubs reveals shifting gravities among New York, Los Angeles, and the Bay Area. Post-COVID, New York saw an influx of talent, with many graduates opting for the city over the Bay Area, despite the competitive salaries in tech driven by AI advancements. In New York, significant growth was noted in health tech and fintech, while LA's tech scene remains somewhat niche, centered around companies like SpaceX and Snap. While LA may have potential in consumer tech through gaming, the Bay Area remains the epicenter of innovations driven by AI.
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