Semil Shah: Consumer AI Tech, Seed Investing Landscape, and Apple Intelligence (Generative Quarterly, Part 1)

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.

Episode Chapters

• (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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