DiscoverGenerative Now | AI Builders on Creating the FutureWalk & Talk Episode: Semil Shah on AI Superteams, Meta’s Bold Moves, and Apple’s Missed Shots
Walk & Talk Episode: Semil Shah on AI Superteams, Meta’s Bold Moves, and Apple’s Missed Shots

Walk & Talk Episode: Semil Shah on AI Superteams, Meta’s Bold Moves, and Apple’s Missed Shots

Update: 2025-08-26
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In this special episode of Generative Now, Lightspeed Partner Michael Mignano talks with Semil Shah, founder and partner of Haystack VC and partner at Lightspeed. Together, they have a wide-ranging, unfiltered conversation on the state of AI, venture capital, and the future of media. They get into everything from Meta’s high-stakes AI talent spree and Apple’s uncertain strategy, to the Figma IPO, to the evolution of the seed stage, and the brewing battle between AI agents and the open web. Semil also shares hard-earned insights on founder strategy, brand building, and why design still wins.


Episode Chapters: 

00:00 Introduction

00:30 Reflecting on Long Island

01:47 M&A Frenzy and Talent Wars

02:10 Meta's Strategic Moves

06:30 Apple's AI Strategy

11:12 Figma's IPO Success

21:33 The State of Seed Investing

25:30 The Model's Mathematical Basis

26:00 Case Study: Firebase Acquisition

27:19 Seed Fund Strategies and Challenges

30:30 Founders' Incentives and Signal Risk

36:40 AI Agents vs. CDNs: A Legal Playground

42:57 The Evolution of Podcasts and Media

51:31 The Future of AI Branding

56:03 Conclusion and Final Thoughts


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The content here does not constitute tax, legal, business or investment advice or an offer to provide such advice, should not be construed as advocating the purchase or sale of any security or investment or a recommendation of any company, and is not an offer, or solicitation of an offer, for the purchase or sale of any security or investment product. For more details please see lsvp.com/legal.

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Walk & Talk Episode: Semil Shah on AI Superteams, Meta’s Bold Moves, and Apple’s Missed Shots

Walk & Talk Episode: Semil Shah on AI Superteams, Meta’s Bold Moves, and Apple’s Missed Shots

Lightspeed Venture Partners