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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