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Every major shift in consumer tech has a moment when it suddenly becomes accessible to millions. Michael Mignano (Michael Mignano) helped spark one of those moments with Anchor, making podcast creation something anyone could do with a tap. Now at Lightspeed, he sees AI bringing a similar leap to... music, media, and everyday apps. In this conversation, Michael and Garry Tan trace the arc from the early days of social audio to today's consumer AI boom—and dig into what founders should focus on as the next generation of creative tools takes shape. 00:51 - Michael’s founder experience 06:43 - Consumer landscape and AI impact 08:26 - What makes consumer different from other spaces 10:00 - AI costs and distribution challenges 13:20 - Listening to the users, growth rules 16:40 - Ecosystem integration, distribution 19:52 - AI-generated content & social media 30:00 - Taste, craft, model energy 33:20 - Data opportunitiesshow more

Y Combinator

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134,448 Aufrufe • vor 7 Monaten •via X (Twitter)

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Where are all the consumer AI apps??? This is the question I posed to s-tier consumer investors scott belsky (Uber, Pinterest) and steve jang (Coinbase, Postmates). We're almost 3 years into the AI hype the we're still all mostly just talking about ChatGPT, Perplexity, and Claude. We explore the answer through the ways in which the entire consumer stack (input, memory, personalization, browsers, hardware) are being re-written by AI and how that may give birth to the consumer opportunity we've all been waiting for. Chapters: 00:00 Welcome and Introductions 00:43 The Current State of AI Products 02:48 Surprises and Challenges with LLMs 05:24 Future of Consumer AI and Personal AI 15:49 Memory and Personalization in AI 21:52 Potential Risks and Business Models 24:22 The Battle for User Data in AI 25:11 Optimism in AI Model Inference 27:00 The Role of Open Source Models 28:13 The Future of AI Hardware 28:54 Challenges and Opportunities in AI Hardware Startups 30:29 The Evolution of Consumer Hardware 38:36 The Reinvention of Browsers 46:23 The Potential of AI-Enhanced Browsers 47:54 Conclusion and Final Thoughts Many thanks to my good friends for joining me in this discussion 🙏

Where are all the consumer AI apps??? This is the question I posed to s-tier consumer investors scott belsky (Uber, Pinterest) and steve jang (Coinbase, Postmates). We're almost 3 years into the AI hype the we're still all mostly just talking about ChatGPT, Perplexity, and Claude. We explore the answer through the ways in which the entire consumer stack (input, memory, personalization, browsers, hardware) are being re-written by AI and how that may give birth to the consumer opportunity we've all been waiting for. Chapters: 00:00 Welcome and Introductions 00:43 The Current State of AI Products 02:48 Surprises and Challenges with LLMs 05:24 Future of Consumer AI and Personal AI 15:49 Memory and Personalization in AI 21:52 Potential Risks and Business Models 24:22 The Battle for User Data in AI 25:11 Optimism in AI Model Inference 27:00 The Role of Open Source Models 28:13 The Future of AI Hardware 28:54 Challenges and Opportunities in AI Hardware Startups 30:29 The Evolution of Consumer Hardware 38:36 The Reinvention of Browsers 46:23 The Potential of AI-Enhanced Browsers 47:54 Conclusion and Final Thoughts Many thanks to my good friends for joining me in this discussion 🙏

Michael Mignano

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AI has ignited a consumer renaissance. My friend Kevin Rose is a legend in consumer tech. He founded a number of early internet startups, including Digg, where he invented an early predecessor to the now ubiquitous like button. He’s now a partner at True Ventures and recently relaunched Digg. We had a wide-ranging conversation on all things consumer tech, including why I think AI code will be an entire industry, why Kevin looks for “weird and working” products, Kevin’s dinners with Mark Zuckerberg, and how AI products will affect the human experience. 00:00 Intro 02:10 How we met 07:50 AI’s Renaissance for Consumer Products 11:48 Companionship apps and the future of human connection 14:01 The optimistic and pessimistic views on AI relationships 19:18 Poke and emotional primitives 21:05 Weird and working: how to spot great founders 30:05 AI companions and AI in relationships 40:08 The modern AI dev stack and building apps solo 47:25 AI music, creativity, and the next cultural wave 53:50 Curiosity, risk, and finding the next big thing 01:15:00 Always-on recording and social norms in tech

AI has ignited a consumer renaissance. My friend Kevin Rose is a legend in consumer tech. He founded a number of early internet startups, including Digg, where he invented an early predecessor to the now ubiquitous like button. He’s now a partner at True Ventures and recently relaunched Digg. We had a wide-ranging conversation on all things consumer tech, including why I think AI code will be an entire industry, why Kevin looks for “weird and working” products, Kevin’s dinners with Mark Zuckerberg, and how AI products will affect the human experience. 00:00 Intro 02:10 How we met 07:50 AI’s Renaissance for Consumer Products 11:48 Companionship apps and the future of human connection 14:01 The optimistic and pessimistic views on AI relationships 19:18 Poke and emotional primitives 21:05 Weird and working: how to spot great founders 30:05 AI companions and AI in relationships 40:08 The modern AI dev stack and building apps solo 47:25 AI music, creativity, and the next cultural wave 53:50 Curiosity, risk, and finding the next big thing 01:15:00 Always-on recording and social norms in tech

Anish Acharya

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a16z

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BREAKING: Lightspeed’s Bets on xAI, Neuralink, Suno, Pika, Granola, Macroscope Michael Mignano (Michael Mignano), Lightspeed We cover: - Why Lightspeed invested in 'competing' LLMs (xAI, Anthropic, Mistral, Stability AI) - Current ~$7B investment strategy - Lessons from Spotify’s Daniel Ek - "The End of the Creator" re: Sora - Founding Oboe w/ Anchor Co-Founder Nir Zicherman (Nir Zicherman) - Thoughts on 2026’s potential IPO candidates. Michael Mignano (Michael Mignano), Partner at ~$30B megafund Lightspeed, & Co-Founder of Anchor, a podcast creation, hosting, & monetization platform acquired by Spotify in 2019 Highlights: (00:00) Michael Mignano (01:06) Anchor’s pivot & podcasting’s breakout moment (02:32) Spotify’s Talk: podcasts, video, & live audio (02:55) Why synchronous (live) formats fail online (03:27) Joining Lightspeed & portfolio overview (03:47) Investment thesis: creativity, product taste, founders (05:24) How xAI & Neuralink fit Lightspeed’s strategy (06:56) Is OpenAI “Sherlocking” ? (08:37) Granola & retention as the real AI moat (09:52) Why ARR can be FAKE in AI startups (11:20) Seed vs Series A check sizes & AI valuation premiums (19:34) Sora, avatars, recommendation media, & creator economics (33:37) Oboe: AI education & human intelligence (40:01) Lessons from Daniel Ek (Daniel Ek) & Spotify’s long-term strategy (42:55) IPO predictions

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Sarah Tavel (Sarah Tavel) thinks it's criminal that ChatGPT isn’t inherently social. There’s no easy way to discover great prompts or share the ones that worked. As a venture partner Benchmark, Sarah believes that the next wave of consumer AI will be built on this missing social layer—by product-driven founders who understand people, not just models. Sarah has seen this shift before. As one of Pinterest’s first product managers, she saw the company grow from a niche consumer tool to a beloved global community. On this episode of Every 📧’s podcast AI & I, we talk about how she’s applying the lessons she learned to AI—and what it takes to build a breakout consumer AI app today. We get into: - Why product geniuses win as new tech matures. In the early days of a new technology, companies win by wrangling raw innovation into something usable. But as the infrastructure matures, Sarah says the edge shifts to product thinkers—founders who turn new capabilities into delightful user experiences. - The future of prompting is social. When Sarah had to dig through Reddit to find a prompt to help her interpret her blood test results, she saw a gap: The best prompt creators are invisible. Sarah bets that a social AI product that makes them discoverable and followable would gain traction. - Sarah’s method to spot exceptional founders. Sarah backs founders for whom building a company feels like a calling—or even an affliction. These are people who have fallen in love with the process and are obsessed with learning how to grow alongside their companies. -How LLMs change the way the best VCs invest. Sarah thinks the future of venture will be shaped by how well VCs can turn the decisions they make into training data. After every pitch, she logs what she liked, what she didn’t, the deal terms, and her reasoning. Over time, she’s building a dataset of her own judgment—one an LLM could help her use to pressure-test decisions and avoid past mistakes. This is a must-watch for if you’re building a consumer AI product and want to see ahead of the curve. Watch below! Timestamps: Introduction: 00:01:10 Why the future of consumer AI belongs to founders with product intuition: 00:02:26 What Sarah sees as ChatGPT’s biggest weakness: 00:11:09 How Sarah would design a consumer AI app with social DNA: 00:18:45 The kind of founders Sarah invests in: 00:24:10 How to know if your startup’s network-effects are real: 00:28:33 What’s catching Sarah’s eye beyond AI: 00:35:40 How AI will change the way top venture capitalists invest: 00:40:41

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Kirsten Green (Kirsten Green), founder of Forerunner Ventures, has backed some of the most iconic consumer brands of the past two decades — from Warby Parker to Chime to Dollar Shave Club. She sat down with Garry Tan to share how great products (not marketing tricks) still win, why AI is unlocking a new kind of emotional relationship between consumers and technology, and what founders can learn from the messy creative stage we're in right now. Kirsten also breaks down how shifts in distribution, wellness, and digital behavior are reshaping what it means to build for real human needs. 01:05 - What will the consumer AI wave look like? 04:54 - The ability to have memory 07:35 - Data personalization 08:58 - Voice as an unlock 11:07 - The messy creative stage of consumer AI 12:07 - How to nail distribution 14:58 - Don’t just do things for the sake of marketing 16:09 - Why the Dollar Shave Club ad worked so well 17:39 - What convinced Kirsten to invest in Dollar Shave Club 20:16 - What large companies are realizing about search & marketing 23:02 - How will we use different AI tools as consumers? 26:20 - Forerunner’s latest trend report on health, wellness, security 32:16 - How do you compete against ChatGPT? 33:52 - Advice for new founders

Kirsten Green (Kirsten Green), founder of Forerunner Ventures, has backed some of the most iconic consumer brands of the past two decades — from Warby Parker to Chime to Dollar Shave Club. She sat down with Garry Tan to share how great products (not marketing tricks) still win, why AI is unlocking a new kind of emotional relationship between consumers and technology, and what founders can learn from the messy creative stage we're in right now. Kirsten also breaks down how shifts in distribution, wellness, and digital behavior are reshaping what it means to build for real human needs. 01:05 - What will the consumer AI wave look like? 04:54 - The ability to have memory 07:35 - Data personalization 08:58 - Voice as an unlock 11:07 - The messy creative stage of consumer AI 12:07 - How to nail distribution 14:58 - Don’t just do things for the sake of marketing 16:09 - Why the Dollar Shave Club ad worked so well 17:39 - What convinced Kirsten to invest in Dollar Shave Club 20:16 - What large companies are realizing about search & marketing 23:02 - How will we use different AI tools as consumers? 26:20 - Forerunner’s latest trend report on health, wellness, security 32:16 - How do you compete against ChatGPT? 33:52 - Advice for new founders

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In 2026, I believe we'll see a Consumer AI Renaissance. Consumer spending is the lifeblood of the US economy – representing more than 65% of US GDP. AI is already rapidly transforming how we spend both our money and time. In just the past 3 years, ChatGPT has become the fastest growing consumer product in history – reaching billions of users with engagement levels similar to social media apps like WhatsApp and Instagram. And with recent advancement in AI capabilities, I predict we’ll see a new wave of breakout consumer AI applications. We’ve seen major advances in three key areas: 1. Real-time voice AI - which allows users to engage with AI products in a natural, hands-free way 2. Advanced reasoning models - which improves the complexity of questions AI products can answer 3. Embedded Memory - which allows AI products to remember context between conversations, enabling more personalized responses With these new capabilities, we can now build AI products that are 10x better than before. I’m especially excited about products that use AI to make previously expensive services cheaper and more accessible, sometimes using human-in-the-loop to start. This includes things like AI travel agents, personal assistants, matchmakers, therapists, tutors, and more. We’ve already seen a number of early-stage teams working on these at a16z a16z speedrun 🧊 – and we’re excited to meet more. If you’re building the next generation of consumer AI, we’d love to hear from you! h/t to Theresa Horne Avenir whose excellent research helped inspire some of these insights.

In 2026, I believe we'll see a Consumer AI Renaissance. Consumer spending is the lifeblood of the US economy – representing more than 65% of US GDP. AI is already rapidly transforming how we spend both our money and time. In just the past 3 years, ChatGPT has become the fastest growing consumer product in history – reaching billions of users with engagement levels similar to social media apps like WhatsApp and Instagram. And with recent advancement in AI capabilities, I predict we’ll see a new wave of breakout consumer AI applications. We’ve seen major advances in three key areas: 1. Real-time voice AI - which allows users to engage with AI products in a natural, hands-free way 2. Advanced reasoning models - which improves the complexity of questions AI products can answer 3. Embedded Memory - which allows AI products to remember context between conversations, enabling more personalized responses With these new capabilities, we can now build AI products that are 10x better than before. I’m especially excited about products that use AI to make previously expensive services cheaper and more accessible, sometimes using human-in-the-loop to start. This includes things like AI travel agents, personal assistants, matchmakers, therapists, tutors, and more. We’ve already seen a number of early-stage teams working on these at a16z a16z speedrun 🧊 – and we’re excited to meet more. If you’re building the next generation of consumer AI, we’d love to hear from you! h/t to Theresa Horne Avenir whose excellent research helped inspire some of these insights.

Kenan Saleh

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Y Combinator

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ashe

61,597 Aufrufe • vor 3 Monaten

on the frontier of consumer wearables: building an egoless AI product in conversation with Mina Fahmi, building Sandbar between Mina's eloquence and our nyc galavanting, this conversation feels like a work of art. stoked to be able to share it dive in: 00:34 Mina's background 01:42 Robotics, neural interfaces, and hardware 06:06 Bringing nervous system work into designing AI products 10:25 Building with voice 12:38 AI extending self-concept 19:05 AI sycophancy 24:58 Agentic memory 30:11 Hardware decisions at Sandbar 34:16 Hiring at Sandbar 36:04 Bringing AI to more people

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ashe

33,638 Aufrufe • vor 2 Monaten

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Nakul Mandan

671,989 Aufrufe • vor 2 Monaten

Michael Truell (Michael Truell), co-founder and CEO of Anysphere, the company behind Cursor, joined Garry Tan to talk about building one of the fastest-growing startups of all time—and why he's betting everything on a world beyond code. He walks through the early insights that led him and his co-founders to leave a promising AI-powered CAD project and instead chase a bigger dream: reinventing how software is written. From the hard years of false starts and rewrites to Cursor's breakthrough moment, Michael explains what it really takes to build a tool that could eventually replace programming as we know it. He also reflects on their first 10 hires, why taste still matters, and how the decade ahead will unlock a new kind of creativity for builders everywhere. 01:00 - A new way to build software 04:50 - Two ways to view LLMs 05:50 - Bottlenecks to superhuman agents 08:30 - New approaches to coding UI 09:40 - Why taste still matters 12:15 - Niche software opportunities 13:30 - Cursor origin story 16:00 - The first problem they tried solving 17:20 - Why they abandoned the CAD idea 21:00 - Pivoting to Cursor 23:00 - Following the scaling laws 27:00 - Getting to PMF 30:00 - “Dogfooding” 31:00 - First 10 hires 32:50 - How to evaluate great engineers 33:45 - Maintaining the hacker mindset 35:00 - What are the moats for AI coding tools? 37:00 - Looking ahead

Michael Truell (Michael Truell), co-founder and CEO of Anysphere, the company behind Cursor, joined Garry Tan to talk about building one of the fastest-growing startups of all time—and why he's betting everything on a world beyond code. He walks through the early insights that led him and his co-founders to leave a promising AI-powered CAD project and instead chase a bigger dream: reinventing how software is written. From the hard years of false starts and rewrites to Cursor's breakthrough moment, Michael explains what it really takes to build a tool that could eventually replace programming as we know it. He also reflects on their first 10 hires, why taste still matters, and how the decade ahead will unlock a new kind of creativity for builders everywhere. 01:00 - A new way to build software 04:50 - Two ways to view LLMs 05:50 - Bottlenecks to superhuman agents 08:30 - New approaches to coding UI 09:40 - Why taste still matters 12:15 - Niche software opportunities 13:30 - Cursor origin story 16:00 - The first problem they tried solving 17:20 - Why they abandoned the CAD idea 21:00 - Pivoting to Cursor 23:00 - Following the scaling laws 27:00 - Getting to PMF 30:00 - “Dogfooding” 31:00 - First 10 hires 32:50 - How to evaluate great engineers 33:45 - Maintaining the hacker mindset 35:00 - What are the moats for AI coding tools? 37:00 - Looking ahead

Y Combinator

337,015 Aufrufe • vor 1 Jahr

New Professionally Curious 🧠 w/ Joanna Zeng @ SOON (🔴,💊)📍🇺🇸🗽 (Mainnet Arc) + Michael Heinrich (Ø,G), Founder & CEO of 0G Labs (Home of Infinite AI) From the 2016 ICO boom → launching 0G → building decentralized AI, Michael shares what it takes to scale high-performance systems, navigate post-TGE leadership, and turn AI into a public good through modular blockchain design. SOON takeaway: The future of high-performance crypto isn’t just speed — it’s interoperability and trust. Like 0G, SOON is building the infrastructure where AI, blockchain, and user experience converge to power the next wave of decentralized systems. Key Highlights: • Michael’s journey from early crypto to founding 0G • How modular blockchains unlock scalable decentralized AI • Collaboration across ecosystems drives innovation • Privacy layers as the foundation for trustworthy AI agents • TGE as a starting point — not the finish line • Long-term building in the era of AI + crypto convergence ⏱️ Timestamps 00:00 Michael’s crypto journey 05:25 Founding 0G 10:31 Building modular AI infrastructure 13:35 Collaborating with the Solana ecosystem 17:52 Life and leadership post-TGE 24:51 Future priorities & ecosystem growth 28:38 Privacy layers & AI agents 31:00 Building for the long term Listen to the full episode below 👇

New Professionally Curious 🧠 w/ Joanna Zeng @ SOON (🔴,💊)📍🇺🇸🗽 (Mainnet Arc) + Michael Heinrich (Ø,G), Founder & CEO of 0G Labs (Home of Infinite AI) From the 2016 ICO boom → launching 0G → building decentralized AI, Michael shares what it takes to scale high-performance systems, navigate post-TGE leadership, and turn AI into a public good through modular blockchain design. SOON takeaway: The future of high-performance crypto isn’t just speed — it’s interoperability and trust. Like 0G, SOON is building the infrastructure where AI, blockchain, and user experience converge to power the next wave of decentralized systems. Key Highlights: • Michael’s journey from early crypto to founding 0G • How modular blockchains unlock scalable decentralized AI • Collaboration across ecosystems drives innovation • Privacy layers as the foundation for trustworthy AI agents • TGE as a starting point — not the finish line • Long-term building in the era of AI + crypto convergence ⏱️ Timestamps 00:00 Michael’s crypto journey 05:25 Founding 0G 10:31 Building modular AI infrastructure 13:35 Collaborating with the Solana ecosystem 17:52 Life and leadership post-TGE 24:51 Future priorities & ecosystem growth 28:38 Privacy layers & AI agents 31:00 Building for the long term Listen to the full episode below 👇

SOON - Solana Optimistic Network (Mainnet Arc)

70,794 Aufrufe • vor 8 Monaten

Perplexity co-founder and CEO Aravind Srinivas (Aravind Srinivas) on the race to build the AI browser of the future. At AI Startup School in San Francisco. 00:48 - Perplexity's Current Status and Challenges 01:16 - Future Plans: The Browser Bet 03:18 - Competition and Market Dynamics 04:43 - The Importance of Speed and Innovation 05:51 - Founding Perplexity: The Early Days 09:18 - Product Evolution and User Experience 19:44 - Running the Company and Future Outlook 20:15 - AI Tools in Software Engineering 20:31 - Adoption and Implementation of AI Coding Tools 21:11 - Challenges and Benefits of AI in Development 22:35 - Brand Value and Competition 23:56 - Network Effects and Integrations 27:40 - Business Model and Revenue Streams 29:54 - Advice for Founders 31:33 - Audience Q&A

Y Combinator

236,432 Aufrufe • vor 1 Jahr

My conversation with OpenAI co-founder Greg Brockman This is the most detailed first-person account of the 72 hours after Sam Altman was fired. We also go deep on what comes next: the global race to AGI, why ChatGPT stopped showing reasoning, how much of OpenAI's own code is now written by AI ("it's hard to know what percent is not"), and the untold story of how OpenAI actually started in 2015. 00:00:00 Introduction 00:00:49 Meeting Sam Altman and Starting OpenAI 00:02:40 Building the Founding Team 00:04:25 DeepMind's Lead Over OpenAI 00:04:54 Changing OpenAI to a For-Profit Model 00:06:05 Breakthrough Moments at OpenAI 00:08:22 What Dota 2 Meant for OpenAI 00:10:04 Reasoning Versus Prediction 00:11:59 Tensions Grow at OpenAI 00:15:44 Sam Altman's Firing 00:17:49 Greg Quits OpenAI 00:19:56 Sam Explores Deal with Microsoft's Satya 00:20:28 Petition for Altman's Return 00:23:43 Ilya Sutskever Leaves OpenAI 00:24:59 Lessons Learned after Sam Ousting 00:28:22 The Thing Ilya Said that Greg Can't Forget 00:32:22 Is AI Going Parabolic? 00:33:24 How Much of OpenAI's Code is Written by AI? 00:36:21 Do AI Chatbots Tell Us What We Want to Hear? 00:38:06 The Global AI Race to Reach AGI 00:38:40 What Happens if US Doesn't Reach AGI First? 00:39:49 Are Countries Stealing AI Advancements? 00:40:38 Why ChatGPT No Longer Shows Reasoning 00:41:47 The Finite Constraints of Compute 00:43:38 On Investing Early in Data Centers 00:46:31 The Future of Data Center Specialization 00:47:52 How to Decide Whose Queries to Serve 00:49:08 OpenAI on Consumer vs Enterprise Models 00:53:05 Data Centers in Space? 01:00:56 What Should AI Regulation Look Like? 01:04:33 The Future of AI-Powered Entrepreneurship 01:04:44 AI and Job Loss 01:07:15 The Skills Young People Should Invest In 01:11:30 What Does Success Look Like For You? Full episode on X below. Also find it on: • YouTube: • Spotify: • Apple:

My conversation with OpenAI co-founder Greg Brockman This is the most detailed first-person account of the 72 hours after Sam Altman was fired. We also go deep on what comes next: the global race to AGI, why ChatGPT stopped showing reasoning, how much of OpenAI's own code is now written by AI ("it's hard to know what percent is not"), and the untold story of how OpenAI actually started in 2015. 00:00:00 Introduction 00:00:49 Meeting Sam Altman and Starting OpenAI 00:02:40 Building the Founding Team 00:04:25 DeepMind's Lead Over OpenAI 00:04:54 Changing OpenAI to a For-Profit Model 00:06:05 Breakthrough Moments at OpenAI 00:08:22 What Dota 2 Meant for OpenAI 00:10:04 Reasoning Versus Prediction 00:11:59 Tensions Grow at OpenAI 00:15:44 Sam Altman's Firing 00:17:49 Greg Quits OpenAI 00:19:56 Sam Explores Deal with Microsoft's Satya 00:20:28 Petition for Altman's Return 00:23:43 Ilya Sutskever Leaves OpenAI 00:24:59 Lessons Learned after Sam Ousting 00:28:22 The Thing Ilya Said that Greg Can't Forget 00:32:22 Is AI Going Parabolic? 00:33:24 How Much of OpenAI's Code is Written by AI? 00:36:21 Do AI Chatbots Tell Us What We Want to Hear? 00:38:06 The Global AI Race to Reach AGI 00:38:40 What Happens if US Doesn't Reach AGI First? 00:39:49 Are Countries Stealing AI Advancements? 00:40:38 Why ChatGPT No Longer Shows Reasoning 00:41:47 The Finite Constraints of Compute 00:43:38 On Investing Early in Data Centers 00:46:31 The Future of Data Center Specialization 00:47:52 How to Decide Whose Queries to Serve 00:49:08 OpenAI on Consumer vs Enterprise Models 00:53:05 Data Centers in Space? 01:00:56 What Should AI Regulation Look Like? 01:04:33 The Future of AI-Powered Entrepreneurship 01:04:44 AI and Job Loss 01:07:15 The Skills Young People Should Invest In 01:11:30 What Does Success Look Like For You? Full episode on X below. Also find it on: • YouTube: • Spotify: • Apple:

Shane Parrish

450,952 Aufrufe • vor 2 Monaten

Semil Shah (Semil) is one of the greatest seed investors ever, with early bets on Figma, DoorDash, and Instacart. He's also the next guest on Lightspeed's Out of Office, Episode 2. A few weeks ago, he and I hosted a talk on seed investing, prediction markets, startup launch videos, and AI with a bunch of our friends and co-investors at the famed NYC music venue, Joe's Pub. We also filmed our pre-game walk and talk before we got to the venue. Full video here. If you enjoy it, please subscribe below. Chapters: 0:00 – Launch videos and why everything looks the same 1:30 – New podcast formats 2:30 – The launch video arms race 6:30 – Generative media & the true cost collapse of video 10:59 – Is any app category safe from OpenAI? 13:10 – Sam Altman & execution 18:00 – How consumers actually use AI 20:01 – What Sora means for social media 24:09 – Seed investors and the “AI wave” 29:24 – Live at Joe’s Pub: Scott Rogowsky intro 30:39 – Sports and the betting market 35:40 – Polymarket and prediction markets 43:30 – Why seed is under attack 47:20 – People vs. markets 52:20 – AI and category risk 59:00 – Signs of an AI bubble 1:06:03 – The AI roll-up craze 1:11:08 – Audience Q&A

Semil Shah (Semil) is one of the greatest seed investors ever, with early bets on Figma, DoorDash, and Instacart. He's also the next guest on Lightspeed's Out of Office, Episode 2. A few weeks ago, he and I hosted a talk on seed investing, prediction markets, startup launch videos, and AI with a bunch of our friends and co-investors at the famed NYC music venue, Joe's Pub. We also filmed our pre-game walk and talk before we got to the venue. Full video here. If you enjoy it, please subscribe below. Chapters: 0:00 – Launch videos and why everything looks the same 1:30 – New podcast formats 2:30 – The launch video arms race 6:30 – Generative media & the true cost collapse of video 10:59 – Is any app category safe from OpenAI? 13:10 – Sam Altman & execution 18:00 – How consumers actually use AI 20:01 – What Sora means for social media 24:09 – Seed investors and the “AI wave” 29:24 – Live at Joe’s Pub: Scott Rogowsky intro 30:39 – Sports and the betting market 35:40 – Polymarket and prediction markets 43:30 – Why seed is under attack 47:20 – People vs. markets 52:20 – AI and category risk 59:00 – Signs of an AI bubble 1:06:03 – The AI roll-up craze 1:11:08 – Audience Q&A

Michael Mignano

28,448 Aufrufe • vor 7 Monaten