Semil Shah sits down with Lightspeed Partner and host Michael Mignano for a quarterly conversation about AI and its evolving impact on startups, VCs, and incumbents. They also discuss Chris Paik’s essay “The End of Software,” tech cleanses, Apple’s WWDC, and the difference in thinking between LCs, GPs, and VCs in the landscape of AI. Semil Shah is the Founding General Partner of Haystack and a General Partner at Lightspeed Venture Partners.

Episode Chapters

(00:00) Intro to Episode

(4:42) “The End of Software”

(7:30) Computer Science and Philosophy

(11:19) Where Technology Won’t Go

(19:33) Tech Cleanse

(24:07) WWDC24 - Apple’s Worldwide Developers Conference

(26:40) ChatGPT & Apple Intelligence

(33:13) Tim Cook

(45:20) Ben Thompson

(48:10) Google

(52:09) VC and AI

(59:11) How LPs think about AI

(01:06:57) How GPs think about AI

(01:12:56) Vinod Khosla, OpenAI, and Square

(01:14:49) Opposite George

(01:25:40) Jerry Seinfeld, Neal Brennan, Rick Rubin, Lex Friedman

(01:28:53) “The Greatest Show on Earth”

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