Generative Now | AI Builders on Creating the Future

Lightspeed Venture Partners

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.

  1. Walk & Talk Episode: Semil Shah on AI Superteams, Meta’s Bold Moves, and Apple’s Missed Shots

    8월 26일

    Walk & Talk Episode: Semil Shah on AI Superteams, Meta’s Bold Moves, and Apple’s Missed Shots

    In this special episode of Generative Now, Lightspeed Partner Michael Mignano talks with Semil Shah, founder and partner of Haystack VC and partner at Lightspeed. Together, they have a wide-ranging, unfiltered conversation on the state of AI, venture capital, and the future of media. They get into everything from Meta’s high-stakes AI talent spree and Apple’s uncertain strategy, to the Figma IPO, to the evolution of the seed stage, and the brewing battle between AI agents and the open web. Semil also shares hard-earned insights on founder strategy, brand building, and why design still wins. Episode Chapters:  00:00 Introduction 00:30 Reflecting on Long Island 01:47 M&A Frenzy and Talent Wars 02:10 Meta's Strategic Moves 06:30 Apple's AI Strategy 11:12 Figma's IPO Success 21:33 The State of Seed Investing 25:30 The Model's Mathematical Basis 26:00 Case Study: Firebase Acquisition 27:19 Seed Fund Strategies and Challenges 30:30 Founders' Incentives and Signal Risk 36:40 AI Agents vs. CDNs: A Legal Playground 42:57 The Evolution of Podcasts and Media 51:31 The Future of AI Branding 56:03 Conclusion and 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.

    57분
  2. Rahul Vohra: Building AI Tools That Save Us Time

    7월 24일

    Rahul Vohra: Building AI Tools That Save Us Time

    In this episode of Generative Now, Lightspeed Partner Michael Mignano sits down with Rahul Vohra, founder of the email client Superhuman, to unpack the future of AI-powered productivity. Rahul shares the origin story of Superhuman, how game design principles shaped its blazing speed and keyboard-first UX, and why time—not email—is the real problem it solves. He dives into the thinking behind their recent acquisition by Grammarly, his vision for an AI-native productivity suite, and what it means to build both apps and agents for the future. Episode Chapters 00:00 Introduction and Guest Overview 01:00 The Superhuman Email Experience 02:28 Building Superhuman: Challenges and Innovations 04:50 The Importance of Speed and Efficiency 05:36 Superhuman's Unique Features and Early Decisions 11:44 The Acquisition by Grammarly 15:35 The Vision for an AI Native Productivity Suite 22:32 Exploring Verticalized Workflows 22:52 The Excitement of the Superhuman-Grammarly Deal 24:23 The Strategy of Bundling 28:10 AI's Role in Future Productivity 32:26 Superhuman's Use of AI 41:53 Lessons from Previous Acquisitions 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. The views expressed by our guests do not necessarily represent the views of Lightspeed. For more details please see lsvp.com/legal.

    43분
  3. Scott Belsky & Steve Jang: From AI Chatbots to Copilots

    7월 17일

    Scott Belsky & Steve Jang: From AI Chatbots to Copilots

    In this episode of Generative Now, Lightspeed Partner Michael Mignano sits down with two co-investors: Steve Jang, Co-Founder and Partner at Kindred Ventures, and Scott Belsky, Partner at A24 and founder of A24 Labs. Together they explore the current state and future of consumer AI, from why most products still look like chatbots, to what’s next in AI-powered hardware, browsers, and personal agents. They dive into the concept of “personal AI,” discussing memory, context, and the emerging opportunities (and risks) around consumer data and model control. They also touch on use cases like AI-powered dating wingmen, simulated versions of ourselves, and the next generation of AI-first operating systems. Episode 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 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.

    46분
  4. Inside AI Policy with FAI’s Chief Economist Sam Hammond

    7월 11일

    Inside AI Policy with FAI’s Chief Economist Sam Hammond

    In this episode, Lightspeed Partner Michael Mignano sits down with the Foundation for American Innovation’s Chief Economist Sam Hammond to talk AI policy. Sam breaks down the key infrastructure needed for AI developments and how policymakers are adapting to rapid technological change. He also shares insights on AI training data and fair use, workforce disruption, and how, when it comes to AI, everything can change in just a few months. Episode Chapters:  00:00 Introduction  00:55 Meet Sam Hammond: Background and Role 03:06 The Big AI Policy Issues 05:09 Energy and Chip Policy 06:47 Fair Use and Copyright in AI 13:37 The Urgency of AI Regulation 17:03 Potential AI Crisis and Legislative Response 20:25 Challenges in AI Regulation 21:39 Acceleration vs. Regulation in AI Development 22:34 AI Safety and National Security 23:51 Fair Use and Copyright in AI Training Data 25:39 AI-Induced Labor Disruptions 33:36 State-Level AI Regulation  36:02 Global Cooperation on AI Safety 37:29 Advice for AI Startups 38:34 Optimism for AI and Policy Advancements 41:07 Conclusion 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.

    41분
  5. Julie Bornstein: Building the Future of Fashion with AI

    7월 3일

    Julie Bornstein: Building the Future of Fashion with AI

    In this episode of Generative Now, Lightspeed partner Michael Mignano sits down with the former Stitch Fix COO and founder of The Yes, Julie Bornstein. They talk about Julie’s latest venture: Daydream, an AI-powered fashion discovery engine built for the LLM era. Julie shares how her decades at Nordstrom, Sephora, and Pinterest shaped her vision, why now is the moment for natural language search in shopping, and how AI will transform fashion. Episode Chapters:  00:00 Introduction to the Interview 01:06 Julie Bornstein's New Venture: Daydream 02:44 The Evolution of E-commerce and AI 03:28 From Nordstrom to Daydream 05:35 Technological Innovations in Fashion 12:02 The Yes: Launching During a Pandemic 15:15 Acquisition by Pinterest and Future Plans 17:49 The Vision for Daydream 22:57 Introduction to Style Passport 23:27 Iterative Shopping Experience 24:02 Bringing Brands Together 24:45 Technical Implementation of Models 25:24 Challenges with Large Models 26:12 Building Mini Models for Fashion 27:28 Competition from Large Model Providers 30:25 Video Shopping and Social Media Integration 31:43 The Role of Agents in Shopping 35:20 Future of Shopping Interfaces 37:13 Being a Serial Founder 41:48 Launch and Future Plans 43:09 Conclusion and Farewell 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.

    44분
  6. Bucky Moore: The Next Decade of AI Infrastructure

    6월 26일

    Bucky Moore: The Next Decade of AI Infrastructure

    This week, Lightspeed Partner Mike Mignano sits down with his colleague Bucky Moore, a fellow partner at Lightspeed to explore the rapidly shifting landscape of AI and infrastructure. They unpack the evolution from hardware to cloud to AI-native architectures, the growing momentum behind open-source models, and the rise of AI agents and reinforcement learning environments. Bucky also shares how his early days at Cisco shaped his bottom-up view of enterprise software, and why embracing the new is the key to spotting trillion-dollar opportunities. Episode Chapters:  (00:00) Introduction to the Conversation (00:38) Bucky Moore's Background and Early Career (01:39) Insights from Cisco: Old World Meets New World (03:54) Transition to Venture Capital (08:15) The Evolution of Infrastructure Investment (15:50) Impact of AI on Infrastructure (24:37) Training AI Agents: Challenges and Innovations (25:07) The Future of Reinforcement Learning Environments (25:51) Infrastructure for AI Agents (26:49) Emerging Opportunities in AI Infrastructure (28:58) The Impact of Salesforce's Data Policies (33:00) The Evolution of AI Compute (39:47) The Role of New AI Architectures (42:47) The Future of Venture Capital in AI (46:44) Predicting the Next Trillion-Dollar AI Companies 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.

    48분
  7. Moritz Baier-Lentz: How AI Is Rewriting the Rules of Gaming

    6월 19일

    Moritz Baier-Lentz: How AI Is Rewriting the Rules of Gaming

    This week, Lightspeed Partner Mike Mignano sits down with Moritz Baier-Lentz, Partner and Head of Gaming and Interactive Media at Lightspeed. From the world’s #1 ranked Diablo II player to Goldman Sachs banker to VC, Moritz has lived multiple lives—all shaped by a deep passion for games. In this episode, Moritz joins Michael Mignano to talk about the AI revolution in gaming: how generative tech is transforming studios, gameplay, and player experiences. They dive into what makes games work in 2025 and why the next billion-dollar games may not look like games at all.  Episode Chapters:  00:00 Introduction and Guest Overview 01:16 Moritz Bayer's Gaming Journey 02:53 The Economics of Gaming 06:28 Competitive Gaming and Personal Growth 09:32 Marathon Adventures and Life Philosophy 13:16 Venture Capital in Gaming 24:38 AI's Impact on Gaming 29:50 Future of Gaming and AI 39:40 Game Theory Podcast and Final Thoughts Stay in touch: www.lsvp.com www.lsvp.com/gametheory  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.com 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.

    43분
  8. How Jobs Will Change as AI Gets Better

    6월 12일

    How Jobs Will Change as AI Gets Better

    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 Work00:20 Exploring AI's Impact on the Workforce01:14 The Co-Pilot Phase of AI02:47 AI in Investment Banking and Consulting06:00 Artificial Super Intelligence: The Next Frontier09:33 Mikey Shulman on AI's Role in Creativity11:59 Anu Atluru on AI Transforming Medicine20:18 Marissa Mayer on AI's Organizational Impact26:56 Conclusion: Embracing AI's Potential 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.

    28분
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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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