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Generative Quarterly with Semil Shah: AI Expectations vs Reality, Tech Trends, and 2025 Predictions

Generative Now | AI Builders on Creating the Future

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Did 2024 live up to the AI hype? Investor Semil Shah joins Lightspeed Partner Michael Mignano for another installment of Generative Quarterly. They cover key tech trends from 2024, including Jensen Huang’s Rockstar CEO status and AI consumer devices. Looking ahead to 2025, the duo delves into venture capital dynamics, IPO and M&A prospects, and the influence of tech in Washington D.C. Plus, Michael spins Juan Soto's signing into a lesson for Tech.

Episode Chapters

  • 00:00 Introduction

  • 01:09 Reflecting on 2024: AI Expectations and Reality

  • 02:31 The Cost and Progress of AI

  • 09:53 Funding and Valuation in AI

  • 11:42 Private vs Public Markets

  • 18:21 AI Devices: Hits and Misses

  • 28:59 Jensen Huang: The Rockstar CEO

  • 32:58 The Rise and Risks of AI Giants

  • 35:29 Tech's Influence in Washington

  • 38:45 M&A Predictions and IPO Outlook

  • 43:32 Emerging GPs and Venture Capital Trends

  • 57:41 Juan Soto and the Tech-Baseball Connection

  • 01:02:54 Closing Thoughts

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