Semil Shah sits down with Lightspeed Partner and host Michael Mignano for a quarterly conversation about AI and its evolving impact on startups, VCs, and incumbents. They also discuss Chris Paik’s essay “The End of Software,” tech cleanses, Apple’s WWDC, and the difference in thinking between LCs, GPs, and VCs in the landscape of AI. Semil Shah is the Founding General Partner of Haystack and a General Partner at Lightspeed Venture Partners.

Episode Chapters

(00:00) Intro to Episode

(4:42) “The End of Software”

(7:30) Computer Science and Philosophy

(11:19) Where Technology Won’t Go

(19:33) Tech Cleanse

(24:07) WWDC24 - Apple’s Worldwide Developers Conference

(26:40) ChatGPT & Apple Intelligence

(33:13) Tim Cook

(45:20) Ben Thompson

(48:10) Google

(52:09) VC and AI

(59:11) How LPs think about AI

(01:06:57) How GPs think about AI

(01:12:56) Vinod Khosla, OpenAI, and Square

(01:14:49) Opposite George

(01:25:40) Jerry Seinfeld, Neal Brennan, Rick Rubin, Lex Friedman

(01:28:53) “The Greatest Show on Earth”

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.

Semil Shah: Apple Intelligence, “The End of Software,” and Where Technology Won’t Go

Episode description