What is the future of AI in the workplace? What kinds of jobs would you trust an AI to do? In this episode of Generative Now, host and Lightspeed Partner Michael Mignano explores how AI is transforming the workforce, with insights from four sharp thinkers: Semil Shah, founding general partner at Haystack and Lightspeed Venture Partners, on the risks of replacing junior talent with agents, Suno Co-founder Mikey Schulman on AI’s power to unlock creativity, Anu Atluru, founder, physician and angel investor, on how AI is reshaping medicine, and Marissa Mayer, former CEO of Yahoo and current CEO of Sunshine, on what companies must do now to adapt—or risk being left behind.
Episode Chapters
00:00 Introduction: AI and the Future of Work
00:20 Exploring AI's Impact on the Workforce
01:14 The Co-Pilot Phase of AI
02:47 AI in Investment Banking and Consulting
06:00 Artificial Super Intelligence: The Next Frontier
09:33 Mikey Shulman on AI's Role in Creativity
11:59 Anu Atluru on AI Transforming Medicine
20:18 Marissa Mayer on AI's Organizational Impact
26:56 Conclusion: Embracing AI's Potential
Stay in touch:
LinkedIn: https://www.linkedin.com/company/lightspeed-venture-partners/
Instagram: https://www.instagram.com/lightspeedventurepartners/
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Email: generativenow@lsvp.com
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.
This week, Lightspeed Partner Mike Mignano sits down with Gabriel Stengel, founder and CEO of Rogo, to explore how AI is transforming the world of finance. Gabe shares his journey from sleepless nights as a junior investment banker at Lazard to building Rogo, a cutting-edge AI platform that automates the grueling work of benchmarking, earnings analysis, and pitch deck creation in seconds. They discuss the origins of Rogo from Gabe’s time at Princeton, the challenges of building AI tools for elite financial institutions, and why the next generation of analysts might just be digital. Gabe also unpacks the technical edge that sets Rogo apart and the ways in which financial services may look very different in the near future.
Episode Chapters:
(00:00) Introduction to the Interview
(00:55) Gabe Stengel's Background and Rogo's Inception
(02:44) Early Challenges and Evolution of Rogo
(07:29) The Role of AI in Finance
(12:07) Investor and Customer Reception
(13:49) Pivotal Moments and Product Market Fit
(21:53) Balancing Enterprise Security and Feature Development
(23:45) Navigating the Challenges of AI Startup Speed
(25:45) Rogo's Impact on Investment Banking Workflows
(28:34) AI's Role in Professional Services and Legal Work
(32:33) Future of Rogo and Financial Services
(37:18) Challenges and Strategies in Enterprise Sales
(42:02) Conclusion and Final Thoughts
Stay in touch:
LinkedIn: https://www.linkedin.com/company/lightspeed-venture-partners/
Instagram: https://www.instagram.com/lightspeedventurepartners/
Subscribe on your favorite podcast app: generativenow.co
Email: generativenow@lsvp.com
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.
This week, we are revisiting a conversation between Lightspeed partner Michael Mignano and Anthropic’s head of product, Mike Krieger. Mike is known for co-founding Instagram, one of the most beloved pieces of consumer technology, and now he has taken his talents to Anthropic. They discuss the challenges AI product builders face and the evolution of product innovation and draw parallels between two transformative eras: the social media revolution that gave birth to Instagram and today's AI renaissance.
Episode Chapters:
(00:00) Introduction
(00:54) Mike Krieger's Journey to Anthropic
(03:17) Building Product Strategy at Anthropic
(07:43) Rapid Iteration and Safety
(10:58) Differentiating AI Models and User Experience
(17:57) Impact of AI on Consumer Products and Business Models
(24:39) Enterprise vs. Consumer Product Strategy
(29:19) AI in Personal Life Management
(30:15) Open Source and Claude Integrations
(33:09) AI-Assisted Product Development
(37:13) Scaling Teams and Processes at Anthropic
(42:17) Reflections on AI and Future Prospects
Stay in touch:
LinkedIn: https://www.linkedin.com/company/lightspeed-venture-partners/
Instagram: https://www.instagram.com/lightspeedventurepartners/
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Email: generativenow@lsvp.com
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.
This week, we are revisiting a conversation between Lightspeed partner Michael Mignano and Arvind Jain, the founder and CEO of Glean about the evolution of AI-assisted enterprise search.
Arvind shares what insights helped to start Glean's journey in 2019, how the company leveraged transformer-based models early on, and how Glean developed the market for this product. They also talk about competition, the technical aspects of integrating Glean across SaaS platforms, and the monumental impact of ChatGPT on the industry.
Episode Chapters
(00:00) Introduction
(01:15) Why Arvind Created Glean to Solve Enterprise Search Problems
(03:50) Technical Foundations: Building Glean with Transformers
(09:04) Product Market Fit and Early Challenges
(12:16) The Impact of ChatGPT and Market Evolution
(13:42) Glean's Architecture and Model Integration
(17:58) The Future of AI in Enterprises
(27:52) Leadership, Competition, and Company Culture
(35:48) Reflections and Lessons from Rubrik to Glean
(41:15) Lightning Round and Closing Remarks
Stay in touch:
LinkedIn: https://www.linkedin.com/company/lightspeed-venture-partners/
Instagram: https://www.instagram.com/lightspeedventurepartners/
Subscribe on your favorite podcast app: generativenow.co
Email: generativenow@lsvp.com
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.
How can AI make meetings better? That’s the simple question that inspired Granola, a productivity tool that can tell you what was actually discussed in that meeting last week and what the real next steps are.
In this episode of Generative Now, host Michael Mignano, partner at Lightspeed, sits down with Granola co-founders Chris Pedregal and Sam Stephenson at their headquarters in London. They talk about how they first met, their early product bets, and how they decided to focus on solving one painful problem: the chaos that follows every meeting. They share the story behind their early experiments with GPT-3 and how that eventually evolved into a tool designed especially for people who find their days filled with back-to-back meetings.
Chris and Sam explain why they avoided flashy AI features to focus on simplicity and habit-forming design, how they quickly found their product-market fit, and what it means to adapt quickly in the age of LLMs.
Episode Chapters
00:00 Welcome and Introduction
01:15 Finding the Right Co-Founder
01:51 Tools for Thought and AI
03:24 Identifying the Problem
04:38 Building the Solution
05:07 The Evolution of AI and App Layer
07:46 Challenges and Innovations
11:20 Business Model and Future Outlook
14:24 The Launch and Early Success
17:52 Theoretical vs. Practical User Needs
18:17 Stress and Software Design
19:28 Scaling with AI
22:05 Maintaining Quality and Taste
24:10 Building a Silicon Valley Startup in London
28:03 The Future of Granola
30:27 Early Feedback and Iteration
35:09 Privacy and Data Handling
Stay in touch:
LinkedIn: https://www.linkedin.com/company/lightspeed-venture-partners/
Instagram: https://www.instagram.com/lightspeedventurepartners/
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Email: generativenow@lsvp.com
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.
Can a pivot to AI actually save a company? In the case of Gamma, it did that and more. In this episode of Generative Now, host Michael Mignano, partner at Lightspeed, talks with Jon Noronha, the co-founder of Gamma, an AI-powered platform that helps users create interactive and engaging presentations, websites, and social media assets.
Nearly four decades since the creation of PowerPoint, they talk about how Gamma is treading new ground in the presentation space. Jon discusses how Gamma almost failed until they made the bold decision to pivot to AI in 2023, and how that move brought them millions of new users around the world. They get into the company's initial struggle for product-market fit, the impact of generative AI models like ChatGPT and Stable Diffusion, and the strategic moves they made to adapt and thrive. Jon also shares where he thinks Gamma might go next.
Episode Chapters:
(00:00) Welcome and Introduction
(00:41) Founding Gamma and Initial Vision
(04:00) Challenges and Pivot to AI
(07:04) AI Integration and Breakthrough
(08:38) Expanding Beyond Presentations
(15:45) User Experience and Prompt Engineering
(20:11) Building Value Beyond AI
(21:14) Competing with Industry Giants
(25:03) The Future of AI Interfaces
(29:43) Voice Interaction and AI
(34:35) Gamma's Growth and Team Dynamics
(36:47) Anticipating AI Model Innovations
(39:05) Conclusion
Stay in touch:
LinkedIn: https://www.linkedin.com/company/lightspeed-venture-partners/
Instagram: https://www.instagram.com/lightspeedventurepartners/
Subscribe on your favorite podcast app: generativenow.co
Email: generativenow@lsvp.com
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.
Exceptional AI products begin with exceptional teams, but in 2025, AI staffing has never been harder.
In this episode of Generative Now, Lightspeed partner Michael Mignano dives into the realities of AI recruiting and team building, sharing insights from some of today’s top AI leaders. You’ll hear from:
Demi Guo, CEO and Co-Founder of Pika
Mati Staniszewski, CEO and Co-Founder of Eleven Labs
Bill Dally, Chief Scientist of NVIDIA
Dan Shipper, CEO and co-founder of Every
Amy Anton, Vice President of Talent, AI at Lightspeed
Together, they explore what defines a strong AI team, the evolving role of creative talent, how to scale without losing culture, and why generalists may thrive in an AI-powered workforce. The episode also touches on the shift from the knowledge economy to the allocation economy, and what that means for hiring in the AI era.
Whether you're an AI founder, operator, or just thinking about your next hire, this episode unpacks what’s working (and what’s not) in AI HR, staffing, and team design.
Chapters:
(00:00) What’s Challenging about Hiring AI Teams?
(01:25) Demi Guo and Mati Staniszewski: Creative Talent in AI
(03:36) Dan Shipper: Finding Space to Experiment
(08:05) Scaling AI Teams: Insights from NVIDIA
(10:52) Building Strong AI Teams: Advice from Lightspeed
(16:48) Conclusion and Final Thoughts
Stay in touch:
LinkedIn: https://www.linkedin.com/company/lightspeed-venture-partners/
Instagram: https://www.instagram.com/lightspeedventurepartners/
Subscribe on your favorite podcast app: generativenow.co
Email: generativenow@lsvp.com
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.
There’s no doubt we have more choices for entertainment than at any other point in history. And yet, once a series ends, it can be difficult to find something you like just as much. But what if AI could give you a seemingly endless supply of quality content? In this episode of Generative Now, host Michael Mignano, partner at Lightspeed, sits down with Rohan Nayak, CEO and co-founder of Pocket FM, an audio platform that has pioneered the audio series format.
Rohan talks about how he identified a gap in the audio entertainment space and how Pocket FM leverages AI to optimize everything from audience retention to discovery to identifying hit shows. He also discusses how Pocket FM’s employment of AI has allowed for the making of an all-in-one content creation and consumption platform, where creators can use AI as a writing coach, editor, and productivity partner — all in one. The conversation offers a glimpse into the future of storytelling and how AI is reshaping the way content is created, discovered, and consumed.
Episode Chapters:
(00:00) Introduction
(02:23) Story of Rohan and Pocket FM
(06:02) Solving for a content gap
(08:42) Creating a new audio entertainment format
(11:06) Building Pocket FM
(17:17) Using AI in audio content creation
(21:11) Human and AI partnership in content creation
(24:07) Challenges of improving an AI writing model
(28:45) Using AI to identify blockbusters
(33:00) AB testing with content
(36:11) Training AI to create webtoons
(41:14) Evaluating and propagating content
(43:47) Matching content with users
(44:50) Future of Pocket FM
(48:02) Closing Thoughts
Stay in touch:
LinkedIn: https://www.linkedin.com/company/lightspeed-venture-partners/
Instagram: https://www.instagram.com/lightspeedventurepartners/
Subscribe on your favorite podcast app: generativenow.co
Email: generativenow@lsvp.com
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.
In this special mailbag episode of Generative Now, Lightspeed Partner Michael Mignano tackles your questions from X and LinkedIn. He gets into AI's market expansion, startup defensibility, which verticals investors are watching, and how the most interesting new roles are being shaped by AI. Plus, Michael shares what is exciting about consumer AI products right now.
Episode Chapters
(00:00) Introduction
(00:35) AI Opportunities: New vs. Existing Markets
(02:09) Will SaaS TAMs Expand or Contract with AI?
(02:59) Creating Defensibility for Consumer AI Startups
(05:29) Emerging Roles: Agent Engineers vs. Agent Managers (08:25) Best Verticals for Consumer AI
(11:39) What Acquisition Could Fix Apple's AI Lag?
(13:19) AI's Potential in Dispute Resolution
(14:38) The State of VC Funding in AI
Stay in touch:
LinkedIn: https://www.linkedin.com/company/lightspeed-venture-partners/
Instagram: https://www.instagram.com/lightspeedventurepartners/
Subscribe on your favorite podcast app: generativenow.co
Email: generativenow@lsvp.com
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.
History may not repeat itself, but it certainly rhymes. Vibe coded games, like a flight simulator from @levelsio, are reminiscent of early iPhone app store games like Flappy Bird and Paper Toss. How else are consumer tech cycles evolving? Lightspeed Partner Michael Mignano welcomes back investor Semil Shah for their quarterly check-in. They talk about the landscape of VC seed investing, the impact of AI on tech hubs like New York, LA, and the Bay Area, and whether accelerators like Y Combinator still have the same edge?
Flight Simulator: fly.pieter.com
Episode Chapters:
(01:22) LA vs NYC Tech Scenes
(02:54) AI's Geographic Pull
(05:37) Gaming as Future Consumer Tech
(08:35) Vibe Coding
(17:40) Seed Investing in the AI Era
(25:13) The Series A Crunch
(36:03) Rising Series A Standards
(41:14) Bootstrapping vs VC for AI
(45:26) Value of University Degrees
(55:32) YC's Expanded Cohorts
(57:52) Overlooked Seed Trends
Stay in touch:
LinkedIn: https://www.linkedin.com/company/lightspeed-venture-partners/
Instagram: https://www.instagram.com/lightspeedventurepartners/
Subscribe on your favorite podcast app: generativenow.co
Email: generativenow@lsvp.com
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.
This week, we’re revisiting a conversation with Scott Belsky, who recently announced a new role leading innovation at A24. Lightspeed Partner and Host Michael Mignano talks with Scott about the evolution of marketing with generative content, the future of personalization, and overlooked opportunities in the AI landscape.
This conversation took place at the Robin Hood Opportunity x AI Summit. Robin Hood is the largest foundation fighting poverty in New York City. The group has invested nearly $3.5 billion over 35 years and Robin Hood supports all five boroughs with food pantries, high-performing schools, job-training programs, shelters and more. The group has a venture-like approach; they scale programs that are working and find new programs to fill gaps.
Episode Chapters
(00:00) Intro
(00:32) Scott Belsky on AI and Creativity
(04:06) The Role of Creators
(5:18) AI Generated Content on Social Media
(7:59) Customers Inspiring Product Development
(09:59) The Hyper Personalization of Digital Experiences
(13:57) Overlooked Business Opportunities in AI
(18:38) How AIs Can Scale SMBs
(20:46) Legal Risks with Enterprise Adoption
(25:02) Custom Tuned Models Generated From IP
(26:34) The Rise of AI Agents
(29:12) Why Scott Belsky is An AI Optimist
Stay in touch:
LinkedIn: https://www.linkedin.com/company/lightspeed-venture-partners/
Instagram: https://www.instagram.com/lightspeedventurepartners/
Subscribe on your favorite podcast app: generativenow.co
Email: generativenow@lsvp.com
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.
Lulu Cheng Meservey puts founders in control of their narrative using one simple principle: Go Direct. This week, we’re revisiting our conversation with the CEO and Founder of Rostra, the go-to communications agency for Silicon Valley founders. Lulu joins Lightspeed Partner and Host Michael Mignano on the podcast to talk about her modern communications playbook for founders of places like Ramp, SSI, Scale, Anduril, Suno, and The Free Press. They talk about why a comms strategy is just as important as a product strategy. Plus, Lulu shares her after action reports on Based Zuck, SpaceX, Tesla, and Waymo.
Episode Chapters:
(00:00) Introduction
(01:29) Why Founder Led Communication Works
(03:47) Challenges and Strategies for Founders
(06:49) Lulu's Career Experience
(08:34) Substack
(12:11) Have a Clear Company Mission
(18:01) The ‘Go Direct’ Manifesto
(23:59) Traditional Media in Communication Strategy
(24:40) Targeted Communication: Persuading Key Decision Makers
(25:54) Effective Use of Press and Media Outlets
(28:30) Lulu’s After Action Report: Tesla's Recent Event
(36:11) Apple's Strategy and Public Perception
(38:46) Waymo's Underrated Progress in Autonomous Vehicles
(40:17) Meta's Positive Feedback Loop and Based Zuck
(43:42) The Importance of Founder-Led Companies
(47:27) Final Thoughts
Stay in touch:
LinkedIn: https://www.linkedin.com/company/lightspeed-venture-partners/
Instagram: https://www.instagram.com/lightspeedventurepartners/
Subscribe on your favorite podcast app: generativenow.co
Email: generativenow@lsvp.com
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.
This week, we are revisiting a conversation between Lightspeed Partner and host Michael Mignano and Johnny Ho, co-founder and Chief Strategy Officer at Perplexity. Perplexity is the AI powered search engine that is rapidly growing and challenging the industry status quo. Johnny and Michael talk about his background as a competitive programmer, the business model of search, and Perplexity’s Publisher Program, where publishers earn a share of advertising revenue.
Johnny has been ranked number one in the world of competitive programming. He previously worked at Quora as a software engineer – he accomplished all of this before graduating from Harvard.
Episode Chapters
(00:00) Introduction
(00:40) Johnny Ho's Engineering Background and IOI Achievements
(02:44) Transition to Product Strategy
(05:39) Perplexity: The Answer Engine
(11:06 )Technology Behind Perplexity
(15:47) Challenges and Future of AI Models
(19:41) Growth and Distribution Strategy
(23:54) Setting and Achieving Team Goals
(25:35) Perplexity's Business Model and Future Plans
(31:01) Challenges and Opportunities in AI and Search
(32:55) Publisher Program and Content Credibility
(39:59) Voice and Multimodal Experiences
(42:04) What's Next for Perplexity?
(43:12) Conclusion and Final Thoughts
Stay in touch:
LinkedIn: https://www.linkedin.com/company/lightspeed-venture-partners/
Instagram: https://www.instagram.com/lightspeedventurepartners/
Subscribe on your favorite podcast app: generativenow.co
Email: generativenow@lsvp.com
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.
Code is content. Writers build apps. App builders write newsletters. This is Every CEO & Founder Dan Shipper’s vision for the modern media company. Michael Mignano, Partner at Lightspeed, sits down with Dan to talk about building the first multimodal media company, developing viral software like Cora, and cultivating an audience and talent at Every.
Check out our episode with Nathan Baschez, Every cofounder and Lex CEO
Episode Chapters
(00:00) Introduction
(02:54) Dan's Journey into Coding
(03:47) Cofounding Firefly
(06:53) The Evolution of Every
(15:40) Vibe Coding
(24:37) The Creation of Cora
(30:12) Every's Product Ecosystem
(34:47) AI&I Podcast
(35:37) Innovative Uses of AI Tools
(37:46) Deep Background and Research Tools
(41:07) Exploring AI Models and Their Capabilities
(49:14) Voice as the Future Interface
(57:04) The Future of AI and Startups
(01:03:26) Final Thoughts
Stay in touch:
www.lsvp.com
X: https://twitter.com/lightspeedvp
LinkedIn: https://www.linkedin.com/company/lightspeed-venture-partners/
Instagram: https://www.instagram.com/lightspeedventurepartners/
Subscribe on your favorite podcast app: generativenow.co
Email: generativenow@lsvp.com
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.
AI is rapidly expanding what we can get done in a day. So, can entrepreneurs leveraging AI start companies of one? In this episode of Generative Now, host Michael Magnano, partner at Lightspeed, sits down with Josh Mohrer, the founder and CEO of Wave, a revolutionary AI app that records, transcribes, and summarizes meetings and conversations. Josh talks about his entrepreneurial journey, transitioning from running Uber's New York operations to building a successful solo venture. He shares how he leveraged AI technologies like GPT-3 to learn to code and develop Wave, the challenges and advantages of being a solo founder, and his hands-on approach to customer support.
Episode Chapters:
(00:00) Introduction
(00:31) Josh's Journey with Uber
(09:29) Transition to Building Wave with AI
(24:41) Embracing the Solo Entrepreneurial Journey
(25:26) Balancing Expectations and Investor Influence
(26:20) The Role of AI in Engineering and Development
(27:17) Improving App Performance and User Experience
(29:03) The Future of Solo Ventures and AI-Driven Companies
(31:54) AI's Impact on Coding and Development Practices
(35:53) Leveraging AI for Customer Support and Internal Tools
(38:59) How Josh Leverages AI Tools
Stay in touch:
www.lsvp.com
X: https://twitter.com/lightspeedvp
LinkedIn: https://www.linkedin.com/company/lightspeed-venture-partners/
Instagram: https://www.instagram.com/lightspeedventurepartners/
Subscribe on your favorite podcast app: generativenow.co
Email: generativenow@lsvp.com
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.
Mikey Shulman, Co-Founder and CEO of Suno, comes back on the podcast to answer your questions from X with Lightspeed Partner Michael Mignano. Mikey shares about Suno’s growth over the past year, introducing new models, and launching their mobile app. They also address numerous questions from the audience about the potential of AI in creating realistic music, copyright issues, and the future vision for AI-generated compositions.
Episode Chapters
00:00 Introduction and Guest Welcome
01:09 Suno's Recent Developments
01:45 Mobile App and User Experience
02:01 AI Music Models and Quality
05:06 Community Questions and API Discussion
06:43 Future of AI in Music
12:14 Copyright and Legal Considerations
14:24 Challenges and Opportunities in AI Music
23:17 Open Source AI Models
26:54 Future Enhancements and User Controls
29:50 Collaborative Music Creation
31:42 AI Voice Enhancement
33:12 Future of Music Videos
34:20 User Demographics and Live Jamming
36:09 Multimodal Inputs and Personalization
38:47 Blockchain and Music
41:29 AI's Sense of Taste in Music
44:37 Social Music and Prompting Tricks
48:41 Educational Features and Future Vision
52:02 Building an AI Startup
58:32 Conclusion and Final Thoughts
Stay in touch:
LinkedIn: https://www.linkedin.com/company/lightspeed-venture-partners/
Instagram: https://www.instagram.com/lightspeedventurepartners/
Subscribe on your favorite podcast app: generativenow.co
Email: generativenow@lsvp.com
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.
Enterprise search is a problem that’s plagued companies since the advent of working on computers. Now, AI promises solutions. In this week’s episode, host Michael Mignano from Lightspeed sits down with Arvind Jain, founder and CEO of Glean, to discuss the evolution of AI-assisted enterprise search. Arvind shares what insights helped to start Glean's journey in 2019, how the company leveraged transformer-based models early on, and how Glean developed the market for this product. They also talk about competition, the technical aspects of integrating Glean across SaaS platforms, and the monumental impact of ChatGPT on the industry.
Episode Chapters
(00:00) Introduction
(01:15) Why Arvind Created Glean to Solve Enterprise Search Problems
(03:50) Technical Foundations: Building Glean with Transformers
(09:04) Product Market Fit and Early Challenges
(12:16) The Impact of ChatGPT and Market Evolution
(13:42) Glean's Architecture and Model Integration
(17:58) The Future of AI in Enterprises
(27:52) Leadership, Competition, and Company Culture
(35:48) Reflections and Lessons from Rubrik to Glean
(41:15) Lightning Round and Closing Remarks
Stay in touch:
www.lsvp.com
X: https://twitter.com/lightspeedvp
LinkedIn: https://www.linkedin.com/company/lightspeed-venture-partners/
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Email: generativenow@lsvp.com
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.
Mike Krieger is known for cofounding Instagram, one of the most beloved pieces of consumer technology, and now he is leading product at Anthropic. This week, host and Lightspeed Partner Michael Mignano talks to the product building legend to discuss the challenges AI product builders face and the evolution of product innovation. They draw parallels between two transformative eras: the social media revolution that gave birth to Instagram and today's AI renaissance.
Episode Chapters
(00:00) Introduction
(00:54) Mike Krieger's Journey to Anthropic
(03:17) Building Product Strategy at Anthropic
(07:43) Rapid Iteration and Safety
(10:58) Differentiating AI Models and User Experience
(17:57) Impact of AI on Consumer Products and Business Models
(24:39) Enterprise vs. Consumer Product Strategy
(29:19) AI in Personal Life Management
(30:15) Open Source and Claude Integrations
(33:09) AI-Assisted Product Development
(37:13) Scaling Teams and Processes at Anthropic
(42:17) Reflections on AI and Future Prospects
Stay in touch:
LinkedIn:https://www.linkedin.com/company/lightspeed-venture-partners/
Instagram:https://www.instagram.com/lightspeedventurepartners/
Subscribe on your favorite podcast app:generativenow.co
Email: generativenow@lsvp.com
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 seelsvp.com/legal.
This week on the podcast, we’re looking at how machine learning is optimizing how crypto giant Coinbase operates. Coinbase Head of Machine Learning Rajarshi Gupta joins the Generative San Francisco stage to discuss with Anand Iyer, Lightspeed Venture Partner focused on crypto.
(00:00) Introduction
(00:26) Rajarshi Gupta’s Career Journey
(01:54) Exploring Early Android Malware Detection
(04:44) Machine Learning at Coinbase
(09:03) Generative AI Initiatives at Coinbase
(13:52) Evaluating and Managing AI Deployments
(21:10) GPU Availability Challenges
(23:27) Workflow with Specific Hosted Instances
(25:43) Coinbase: Scaling and Future Plans
(29:09) Opportunities for AI Startups
(31:46) Audience Q&A: Data Gap with AI Startups
(34:48) Audience Q&A: Agentic AI and Crypto Integration
(38:26) Audience Q&A: Guardrails and Frameworks for AI
(42:43) Audience Q&A: Evaluating LLMs
(45:40) Closing Thoughts
Stay in touch:
www.lsvp.com
X: https://twitter.com/lightspeedvp
LinkedIn: https://www.linkedin.com/company/lightspeed-venture-partners/
Instagram: https://www.instagram.com/lightspeedventurepartners/
Subscribe on your favorite podcast app: generativenow.co
Email: generativenow@lsvp.com
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.
In this episode of Generative Now, host Michael Mignano, Partner at Lightspeed, chats with Anu Atluru—a startup founder, operator, angel investor, and co-runner of Slang—a product studio dedicated to social consumer products. Anu shares her insights on the evolving landscape of social products, the difference between social utilities and social networks, and how AI could reshape the healthcare landscape.
Episode Chapters
(00:00) Introduction to Generative Now
(02:55) Exploring Social Utilities and Networks
(10:21) Subscription Services and Consumer Behavior
(17:14) The Role of AI in Social Utilities
(34:06) The Future of Software Creation
(37:34) The Value of Software Creation
(38:34) Ecosystem and Marketplaces for Software
(39:34) Artistic Side of Software
(47:42) AI in Medicine and Healthcare
(52:21) Will we have AI Doctors?
(01:05:19) Lightning Round
(01:12:13) Closing Thoughts
Stay in touch:
X: https://twitter.com/lightspeedvp
LinkedIn: https://www.linkedin.com/company/lightspeed-venture-partners/
Instagram: https://www.instagram.com/lightspeedventurepartners/
Subscribe on your favorite podcast app: generativenow.co
Email: generativenow@lsvp.com
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.
