PART 1: Generative Quarterly with Semil Shah | Consumer AI Tech, Seed Investing, and Apple

Описание: 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. We'll continue with Part 2 of this conversation next week.

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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