Semil Shah

Semil Shah, founder of Haystack, shares insights on Silicon Valley investing, including backing giants like DoorDash. Sean Frank, CEO of Ridge, discusses e-commerce transformation and the thrill of entrepreneurship. Karri Saarinen of Linear dives deep into enhancing product workflows and leveraging AI for efficiency. Dan Lorenc from Chainguard sheds light on the critical role of software supply chain security, emphasizing modern digital risks. Together, they explore Google's strong financial performance, the dynamics behind Netflix's NFL partnership, and the shifting landscapes of tech layoffs.

Semil Shah, Founder of Haystack, shares his insights from a decade in venture capital, including his experiences with successful startups like DoorDash and Instacart. He discusses the challenging dynamics of fundraising, revealing common mistakes VCs make when pitching to LPs and his strategies for emerging managers. Semil also explores the importance of maintaining disciplined fund sizes, the intricacies of managing LP relationships, and the lessons learned from past mistakes in his investing journey.

Semil Shah, a savvy investor, joins Michael Mignano to dissect the AI landscape of 2024. They explore how expectations for AI have evolved, emphasizing the successes and failures of AI consumer devices. Shah shares insights on venture capital trends and the implications of rising tech titans like Jensen Huang. With predictions on IPOs and M&A activities through 2025, they also draw parallels between sports investments and tech strategies—illuminating the intersection of innovation and market dynamics.

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.

Semil Shah, Founder and General Partner at Haystack and Venture Partner at Lightspeed, dives into the evolving landscape of venture capital. He discusses how top founders might be opting for multi-stage funds over traditional seed funds, and the implications for both sides. Semil emphasizes the challenge of price discipline in today's market, sharing insights on ownership strategies. He also reflects on his journey from writing about startups to becoming a venture capital expert, providing a unique perspective on navigating changing dynamics in funding.

Semil Shah, the founder of Haystack, shares insights from his journey in venture capital, detailing how he built the firm from the ground up. He discusses the emotional trials of fundraising, the importance of relationships, and key strategies for investing in early-stage companies. Semil highlights the evolution of investor expectations and the challenges of maintaining communication in a changing landscape, reflecting on mistakes made along the way. His story emphasizes the delicate balance between personal and professional responsibilities in the competitive world of venture capital.

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.

Semil Shah, general partner at Lightspeed Venture Partners, discusses 'The End of Software,' AI landscape, tech cleanses, Apple's WWDC, chat GPT, Tim Cook, Google, VC strategies, LP perspectives on AI, and investing in tech companies. The conversation also touches on unique interests, decision-making, and the entertainment value of tech.

Semil Shah, General Partner at Haystack and Venture Partner at Lightspeed, discusses AI investment trends, Reddit's unique IPO, and the future of user-generated content with Lightspeed Partner Michael Mignano. They also dive into venture capital strategies, the dynamics between LPs, funds, and startups, and the impact of AI on the venture landscape.

In this insightful discussion, Semil Shah, Founding General Partner of Haystack and a Venture Partner at Lightspeed, delves into the transformative power of AI in consumer technology and the future of work. He explores innovative AI like Friend AI and debates the necessity of AI agents to combat human boredom. The conversation shifts to the impact of Artificial Super Intelligence on roles in banking and consulting, questioning the future of entry-level positions. They also touch on the evolution of software interaction and the complexities of AI-generated content in the creative landscape.