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Hey Friends,

Our guest on today’s episode is the first THREE TIME guest for the podcast. Mike Ghaffary, General Partner of Canvas Ventures. I cold-emailed Mike in 2019 pitching him to come on a show that wasn’t yet a show. He not only accepted but also convinced other VCs to come on the podcast. In his first episode, we discussed how to invest in marketplaces. On his second episode, we asked the question: Could Web3, the metaverse, or remote work be the next big consumer platform? We both realized we didn’t talk about AI as a candidate. So, for this one, focused on AI in a consumer context. Shoutout to James Currier and his episode on The Consumer VC as an inspiration for this episode.

We discuss:

* What is Generative AI?

* Is it closer to the iPhone moment or closer to Tupac’s Hologram moment?

* The different consumer contexts for AI

* Will the innovation come from incumbents or emerging companies?

* What will change within 5 years?

* What could slow down AI & more

Thank you for listening

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