Generative Now | AI Builders on Creating the Future

Recorded live at Lightspeed’s offices in San Francisco, this special episode of Generative Now dives into the urgency and promise of AI interpretability. Lightspeed partner Nnamdi Iregbulem spoke with Anthropic researcher Jack Lindsey and Goodfire co-founder and Chief Scientist Tom McGrath, who previously co-founded Google DeepMind’s interpretability team. They discuss opening the black box of modern AI models in order to understan...

In this episode of Generative Now, Lightspeed Partner Michael Mignano sits down with Kayvon Beykpour, co-founder and CEO of Macroscope, which launches today, and the former co-founder of Periscope. They dive into how Macroscope will serve as an “understanding engine” for software companies, giving leaders real-time visibility and saving engineers time with AI-powered workflows. Kayvon reflects on his journey from building Periscope...

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,...

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, h...

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 “p...

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 mon...

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 transfo...

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 bo...

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, an...

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 powe...

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’...

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 me...

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 integra...

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, thei...

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 n...

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

• Da...

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 pioneere...

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 ...

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, ...