Podcast
Generative Now | AI Builders on Creating the Future
Hosted by Lightspeed Venture Partners · EN
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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Episodes
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Logan Kilpatrick: Building Google Gemini
Dec 5, 202400:37:31Summary readyThis week, Logan Kilpatrick joins Michael Mignano on the Generative NYC Stage to discuss leading the product for Google AI Studio. He and his team built the Google Gemini API into one of the best platforms in the world for developers to build with AI. Logan worked at OpenAI before Google, and he has had a front row seat to the meteoric rise to AI over the past few years. Michael and Logan discuss how Google feels like a startup, why consumers care about product over anything else, and what’s the future landscape of artificial intelligence. Episode Chapters (00:00) Introduction to Logan Kilpatrick (01:15) Logan's Journey in AI (02:38) Life at Google AI Studio (03:28) Understanding AI at Google (09:15) The Future of AI Applications (14:29) Scaling Limits and Compute Power (18:37) The Role of Talent in AI (20:35) Thoughts on AGI (29:24) Audience Q&A 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.
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M.G. Siegler: VC’s Crisis, Defensible Startups, and Hack-quisitions
Nov 27, 202401:12:27Summary readyWriter and investor M.G. Siegler joins Host and Lightspeed Partner Michael Mignano from London to discuss the European tech scene and his experiences stepping back from venture capital after a decade with GV. The discussion covers the current 'VC Crisis', including CRV Ventures' decision to return funds, and the complex M&A and IPO landscape. Siegler offers his perspective on investing in people vs ideas, the defensibility of startups, and the anticipated evolution towards AGI. Episode Chapters (00:00) Introduction (00:32) M.G. Siegler's Background and Move to London (01:07) Investing in London vs. San Francisco (03:56) Exploring the London Tech Scene (10:32) Venture Capital’s Crisis (13:26) AI and the Future of Startups (18:03) The Role of Acquisitions in Tech (22:15) Challenges and Opportunities in Venture Capital (36:06) Current M&A Environment (39:17) VC Funds and the AI Market (42:01) Scaling AI and Future Breakthroughs (54:00) Is the Consumer Market Dead? (59:39) Apple's Position in the AI Race (01:11:26) 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.
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PART 2: Matthew Hartman | The Value of Premium Content and the Shifting Economics of the Internet
Nov 21, 202400:29:38Summary readyWe are back with PART 2 of our conversation with Matthew Hartman, a managing partner at the venture firm, Factorial Capital. Factorial partners with angel operators, with a focus on startups in the AI space. Host and Lightspeed Partner Michael Mignano talks with Matt about the value of premium content, software on demand, and the shifting economics of the Internet. Plus, is this actually the moment for product managers? (00:00) Introduction(00:38) AI in B2B SaaS Products(02:58) www.nysignal.com(07:05) The Future of Advertising and AI(09:07) Attention Is All You Need(11:23) Entertainment and Productivity(19:02) Zero Coding Apps and Products(21:39) www.myrequestroom.com(24:28) Is it an AI wrapper or does it lack defensibility? 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.
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Lulu Cheng Meservey: Go Direct
Oct 31, 2024Summary readyLulu Cheng Meservey puts founders in control of their narrative using one simple principle: Go Direct. Lulu is the Founder and CEO of Rostra, the go-to communications expert for Silicon Valley founders of places like Ramp, SSI, Scale, Andruil, Suno, and The Free Press. Lulu joins Lightspeed Partner and Host Michael Mignano on the podcast to talk about her modern communications playbook for founders and 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: 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.
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Naveen Rao: Inside the Legendary Databricks Acquisition of MosaicML
Aug 8, 2024Tap to summarizeThis week on Generative Now, Lightspeed Partner and host Michael Mignano talks to Naveen Rao about big bets in his career, hardware to develop AI, and open source as the key to safety. Naveen Rao is the founder of Nervana Systems and MosaicML, which was acquired by Databricks in 2023. He is currently the VP Generative AI at Databricks and is the former vice president and general manager of the Artificial Intelligence Products Group at Intel. Episode Chapters (00:00) Naveen Rao's Background and Career (01:39) Insights on AI and Neuromorphic Computing (05:37) Founding Nervana and Acquisition by Intel (08:54) Transition to MosaicML (17:07) MosaicML's Mission and Growth (19:36) Open Source AI and Safety (23:07) Acquisition by Databricks (24:57) Cultural Alignment and Acquisition Proposal (36:24) Databricks' Role in the AI Landscape (43:50) 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.
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