Semil Shah is Out Of Office

Michael Mignano from Lightspeed hosts Semil Shah, founder of Haystack and venture partner at Lightspeed, to discuss seed investing, prediction markets, and AI. They explore the saturation of content and the need for differentiation, the cyclical nature of launch videos, and the impact of generative AI on video production and consumption. They delve into the potential of prediction markets in seed investing, the challenges faced by seed investors due to accelerators and larger firms, and the competitive landscape in the app layer with the emergence of OpenAI. The conversation also touches on the influence of sports and gambling on viewership, the fascination with roll-ups, and the excitement and optimism surrounding seed investing despite the uncertainties.