December 26, 2024

Generative Quarterly with Semil Shah: AI Expectations vs Reality, Tech Trends, and 2025 Predictions

1 hour 3 minutes

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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