Writer and investor M.G. Siegler joins Host and Lightspeed Partner Michael Mignano from London to discuss the European tech scene and his experiences stepping back from venture capital after a decade with GV. The discussion covers the current 'VC Crisis', including CRV Ventures' decision to return funds, and the complex M&A and IPO landscape. Siegler offers his perspective on investing in people vs ideas, the defensibility of startups, and the anticipated evolution towards AGI.

Episode Chapters

(00:00) Introduction

(00:32) M.G. Siegler's Background and Move to London

(01:07) Investing in London vs. San Francisco

(03:56) Exploring the London Tech Scene

(10:32) Venture Capital’s Crisis

(13:26) AI and the Future of Startups

(18:03) The Role of Acquisitions in Tech

(22:15) Challenges and Opportunities in Venture Capital

(36:06) Current M&A Environment

(39:17) VC Funds and the AI Market

(42:01) Scaling AI and Future Breakthroughs

(54:00) Is the Consumer Market Dead?

(59:39) Apple's Position in the AI Race

(01:11:26) Closing Thoughts

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