Generative Quarterly with Semil Shah: AI Expectations vs Reality, Tech Trends, and 2025 Predictions
Generative Now | AI Builders on Creating the Future26 Joulu 2024

Generative Quarterly with Semil Shah: AI Expectations vs Reality, Tech Trends, and 2025 Predictions

Did 2024 live up to the AI hype? Investor Semil Shah joins Lightspeed Partner Michael Mignano for another installment of Generative Quarterly. They cover key tech trends from 2024, including Jensen Huang’s Rockstar CEO status and AI consumer devices. Looking ahead to 2025, the duo delves into venture capital dynamics, IPO and M&A prospects, and the influence of tech in Washington D.C. Plus, Michael spins Juan Soto's signing into a lesson for Tech.


Episode Chapters

  • 00:00 Introduction

  • 01:09 Reflecting on 2024: AI Expectations and Reality

  • 02:31 The Cost and Progress of AI

  • 09:53 Funding and Valuation in AI

  • 11:42 Private vs Public Markets

  • 18:21 AI Devices: Hits and Misses

  • 28:59 Jensen Huang: The Rockstar CEO

  • 32:58 The Rise and Risks of AI Giants

  • 35:29 Tech's Influence in Washington

  • 38:45 M&A Predictions and IPO Outlook

  • 43:32 Emerging GPs and Venture Capital Trends

  • 57:41 Juan Soto and the Tech-Baseball Connection

  • 01:02:54 Closing Thoughts


    • Stay in touch:

    The content here does not constitute tax, legal, business or investment advice or an offer to provide such advice, should not be construed as advocating the purchase or sale of any security or investment or a recommendation of any company, and is not an offer, or solicitation of an offer, for the purchase or sale of any security or investment product. For more details please see lsvp.com/legal.

    Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

    Jaksot(90)

    Tanay Kothari: Creating a Post-Keyboard Future

    Tanay Kothari: Creating a Post-Keyboard Future

    In this episode of Generative Now, Lightspeed Partner Michael Mignano sits down with Tanay Kothari, the co-founder and CEO of Wispr Flow, an AI-powered voice dictation platform. Tanay traces his path ...

    16 Loka 202545min

    Inside the Black Box: The Urgency of AI Interpretability

    Inside the Black Box: The Urgency of AI Interpretability

    Recorded live at Lightspeed’s offices in San Francisco, this special episode of Generative Now dives into the urgency and promise of AI interpretability. Lightspeed partner Nnamdi Iregbulem spoke with...

    2 Loka 20251h 2min

    From Periscope to Macroscope: Kayvon Beykpour’s Vision for AI-Powered Development

    From Periscope to Macroscope: Kayvon Beykpour’s Vision for AI-Powered Development

    In this episode of Generative Now, Lightspeed Partner Michael Mignano sits down with Kayvon Beykpour, co-founder and CEO of Macroscope, which launches today, and the former co-founder of Periscope. Th...

    17 Syys 20251h 2min

    Walk & Talk Episode: Semil Shah on AI Superteams, Meta’s Bold Moves, and Apple’s Missed Shots

    Walk & Talk Episode: Semil Shah on AI Superteams, Meta’s Bold Moves, and Apple’s Missed Shots

    In this special episode of Generative Now, Lightspeed Partner Michael Mignano talks with Semil Shah, founder and partner of Haystack VC and partner at Lightspeed. Together, they have a wide-ranging, u...

    26 Elo 202556min

    Rahul Vohra: Building AI Tools That Save Us Time

    Rahul Vohra: Building AI Tools That Save Us Time

    In this episode of Generative Now, Lightspeed Partner Michael Mignano sits down with Rahul Vohra, founder of the email client Superhuman, to unpack the future of AI-powered productivity. Rahul shares ...

    24 Heinä 202543min

    Scott Belsky & Steve Jang: From AI Chatbots to Copilots

    Scott Belsky & Steve Jang: From AI Chatbots to Copilots

    In this episode of Generative Now, Lightspeed Partner Michael Mignano sits down with two co-investors: Steve Jang, Co-Founder and Partner at Kindred Ventures, and Scott Belsky, Partner at A24 and foun...

    17 Heinä 202545min

    Inside AI Policy with FAI’s Chief Economist Sam Hammond

    Inside AI Policy with FAI’s Chief Economist Sam Hammond

    In this episode, Lightspeed Partner Michael Mignano sits down with the Foundation for American Innovation’s Chief Economist Sam Hammond to talk AI policy. Sam breaks down the key infrastructure needed...

    11 Heinä 202541min

    Julie Bornstein: Building the Future of Fashion with AI

    Julie Bornstein: Building the Future of Fashion with AI

    In this episode of Generative Now, Lightspeed partner Michael Mignano sits down with the former Stitch Fix COO and founder of The Yes, Julie Bornstein. They talk about Julie’s latest venture: Daydream...

    3 Heinä 202543min