Generative Quarterly with Semil Shah: Seed Markets, Vibe Coding, and the Flappy Bird Effect

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Generative Now | AI Builders on Creating the Future

Lightspeed Venture Partners

90 episodes

3 days ago

Generative Now is a weekly series from Lightspeed, highlighting the stories, strategies and insights behind today's most exciting AI companies and how they’ll change everything about the way we work. Inspired by the popular in-person Generative Meetups in places like New York, San Francisco, LA and Europe, host and Lightspeed Partner Michael Mignano will speak with founders, engineers, designers and other leaders that are leveraging AI to take their product to new heights. Listen and follow Generative Now wherever you get your podcasts.

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All content for Generative Now | AI Builders on Creating the Future is the property of Lightspeed Venture Partners and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

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Generative Quarterly with Semil Shah: Seed Markets, Vibe Coding, and the Flappy Bird Effect

Generative Now | AI Builders on Creating the Future

1 hour 4 seconds

7 months ago

Generative Quarterly with Semil Shah: Seed Markets, Vibe Coding, and the Flappy Bird Effect

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

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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.