Semil Shah is back for another episode of Generative Quarterly with Michael Mignano, Lightspeed Partner and host of Generative Now. Semil is a founding General Partner of Haystack and a Venture Partner at Lightspeed. Semil and Mike discuss the seed investing landscape, challenges and opportunities in building consumer tech, and competition between Apple and Google.

Episode Chapters

(00:00) Welcome and Introduction

(00:37) Shohei Ohtani and Baseball

(03:25) State of Seed Investing

(11:04) Semil’s Advice on Pitching Venture Capitalists

(14:26) VC Fund Dynamics and AI Hype Machine

(18:42) Miami’s Tech Scene

(19:18) Building the Next Big AI Consumer Product: Hype vs Reality

(26:52) Apple’s New iPhone: Where is the Apple Intelligence?

(32:17) Google Android

(34:04) Conclusion

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