Generative Quarterly with Semil Shah: Seed Markets, Vibe Coding, and the Flappy Bird Effect | Generative Now | AI Builders on Creating the Future | Podwise
This episode explores the evolving landscape of tech in major US cities and the impact of AI on seed investing. Against the backdrop of post-COVID migration trends favoring New York, the emergence of AI has shifted the gravitational pull of tech talent back to the Bay Area due to significantly higher salaries. The conversation then pivots to Los Angeles, where the potential influence of AI-driven gaming on the consumer tech scene is discussed, with the hosts speculating on the future of game development and monetization. More significantly, the discussion delves into the challenges faced by seed investors due to rising entry prices for companies, particularly in the AI sector. For instance, the hosts debate strategies for adapting to this new reality, including adjusting ownership thresholds and focusing on non-AI companies. Finally, the episode touches upon the broader implications of AI-powered tools, such as the rise of "vibe coding" and its potential to democratize game development, and the evolving role of university degrees in a rapidly changing job market. Emerging industry patterns reflected in the discussion include the increasing use of AI in various sectors, the growing importance of speed and agility in startup development, and the ongoing debate about the value of traditional education.
