# Generative Now: the investor podcast, by episode

> Generative Now: Lightspeed's partners with the builders of AI companies. 90 episodes, each linked to the investors in it.

Source: https://millionrounds.com/podcasts/generative-now (Millionrounds; every figure on the page links to its filing or article)

Investors · new episode 16 Oct 2025

# Generative Now

Hosted by **Lightspeed Venture Partners**

Lightspeed's partners with the builders of AI companies.

Follow on Apple PodcastsBrowse the episodes

**90** episodes

**24** investors heard as guests

**48 min** an average episode

0 in the last 12 months

## The regulars

Investors named as guests in the most episode titles on Generative Now.

[SS *6* **Semil Shah** Haystack](https://millionrounds.com/person/semil-shah)[AJ *2* **Arvind Jain** Blockchain Venntures](https://millionrounds.com/person/arvind-jain)[GM *2* **Gaurav Misra** 2 episodes](https://millionrounds.com/person/gaurav-misra)[LC *2* **Lulu Cheng** 2 episodes](https://millionrounds.com/person/lulu-cheng)[AF *1* **Andrew Feldman** Cerebras Systems](https://millionrounds.com/person/andrew-feldman)[AM *1* **Andrew Mason** Andrew Mason](https://millionrounds.com/person/andrew-mason)[BM *1* **Bucky Moore** Kleiner Perkins](https://millionrounds.com/person/bucky-moore)[CU *1* **Chris Urmson** 1 episode](https://millionrounds.com/person/chris-urmson)[DS *1* **Dan Shipper** 1 episode](https://millionrounds.com/person/dan-shipper)[DS *1* **Dan Siroker** 1 episode](https://millionrounds.com/person/dan-siroker)[EL *1* **Edo Liberty** 1 episode](https://millionrounds.com/person/edo-liberty)[GV *1* **Guillaume Verdon** 1 episode](https://millionrounds.com/person/guillaume-verdon)

## Every episode 90 · page 1 of 3

- 90 **Tanay Kothari: Creating a Post-Keyboard Future** 16 Oct 2025 · 46 min About this episode In this episode of Generative Now, Lightspeed Partner Michael Mignano sits down with Tanay Kothari, the co-founder and CEO of Wispr Flow, an AI-powered voice dictation platform. Tanay traces his path from building dozens of apps as a teen in Delhi to now, and how those experiences inspired him to make one of the first… ▶Show page
- 89 **Inside the Black Box: The Urgency of AI Interpretability** 2 Oct 2025 · 1h 2m [Nnamdi Iregbulem](https://millionrounds.com/person/nnamdi-iregbulem) About this episode Recorded live at Lightspeed’s offices in San Francisco, this special episode of Generative Now dives into the urgency and promise of AI interpretability. Lightspeed partner Nnamdi Iregbulem spoke with Anthropic researcher Jack Lindsey and Goodfire co-founder and Chief Scientist Tom McGrath, who previously co-founded… ▶Show page
- 88 **From Periscope to Macroscope: Kayvon Beykpour’s Vision for AI-Powered Development** 17 Sept 2025 · 1h 3m [Kayvon Beykpour](https://millionrounds.com/person/kayvon-beykpour) About this episode In this episode of Generative Now, Lightspeed Partner Michael Mignano sits down with Kayvon Beykpour, co-founder and CEO of Macroscope, which launches today, and the former co-founder of Periscope. They dive into how Macroscope will serve as an “understanding engine” for software companies, giving leaders real-time… ▶Show page
- 87 **Walk & Talk Episode: Semil Shah on AI Superteams, Meta’s Bold Moves, and Apple’s Missed Shots** 26 Aug 2025 · 57 min [Semil Shah](https://millionrounds.com/person/semil-shah)[Haystack](https://millionrounds.com/fund/haystack) About this episode 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… ▶Show page
- 86 **Rahul Vohra: Building AI Tools That Save Us Time** 24 Jul 2025 · 43 min [Rahul Vohra](https://millionrounds.com/fund/rahul-vohra) About this episode In this episode of Generative Now, Lightspeed Partner Michael Mignano sits down with Rahul Vohra, founder of the email client Superhuman, to unpack the future of AI-powered productivity. Rahul shares the origin story of Superhuman, how game design principles shaped its blazing speed and keyboard-first UX, and why… ▶Show page
- 85 **Scott Belsky & Steve Jang: From AI Chatbots to Copilots** 17 Jul 2025 · 46 min [Scott Belsky](https://millionrounds.com/fund/scott-belsky)[Steve Jang](https://millionrounds.com/fund/steve-jang)[Kindred Ventures](https://millionrounds.com/fund/kindred-ventures) About this episode In this episode of Generative Now, Lightspeed Partner Michael Mignano sits down with two co-investors: Steve Jang, Co-Founder and Partner at Kindred Ventures, and Scott Belsky, Partner at A24 and founder of A24 Labs. Together they explore the current state and future of consumer AI, from why most products still look… ▶Show page
- 84 **Inside AI Policy with FAI’s Chief Economist Sam Hammond** 11 Jul 2025 · 41 min About this episode In this episode, Lightspeed Partner Michael Mignano sits down with the Foundation for American Innovation’s Chief Economist Sam Hammond to talk AI policy. Sam breaks down the key infrastructure needed for AI developments and how policymakers are adapting to rapid technological change. He also shares insights on AI… ▶Show page
- 83 **Julie Bornstein: Building the Future of Fashion with AI** 3 Jul 2025 · 44 min [Iterative](https://millionrounds.com/fund/iterative) About this episode In this episode of Generative Now, Lightspeed partner Michael Mignano sits down with the former Stitch Fix COO and founder of The Yes, Julie Bornstein. They talk about Julie’s latest venture: Daydream, an AI-powered fashion discovery engine built for the LLM era. Julie shares how her decades at Nordstrom, Sephora, and… ▶Show page
- 82 **Bucky Moore: The Next Decade of AI Infrastructure** 26 Jun 2025 · 48 min [Bucky Moore](https://millionrounds.com/person/bucky-moore) About this episode This week, Lightspeed Partner Mike Mignano sits down with his colleague Bucky Moore, a fellow partner at Lightspeed to explore the rapidly shifting landscape of AI and infrastructure. They unpack the evolution from hardware to cloud to AI-native architectures, the growing momentum behind open-source models, and the… ▶Show page
- 81 **Moritz Baier-Lentz: How AI Is Rewriting the Rules of Gaming** 19 Jun 2025 · 43 min [Moritz Baier-Lentz](https://millionrounds.com/person/moritz-baier-lentz) About this episode This week, Lightspeed Partner Mike Mignano sits down with Moritz Baier-Lentz, Partner and Head of Gaming and Interactive Media at Lightspeed. From the world’s #1 ranked Diablo II player to Goldman Sachs banker to VC, Moritz has lived multiple lives, all shaped by a deep passion for games. In this episode, Moritz joins… ▶Show page
- 80 **How Jobs Will Change as AI Gets Better** 12 Jun 2025 · 28 min [Haystack](https://millionrounds.com/fund/haystack)[Lightspeed Venture Partners](https://millionrounds.com/fund/lightspeed-venture-partners)[Marissa Mayer](https://millionrounds.com/fund/marissa-mayer) About this episode What is the future of AI in the workplace? What kinds of jobs would you trust an AI to do? In this episode of Generative Now, host and Lightspeed Partner Michael Mignano explores how AI is transforming the workforce, with insights from four sharp thinkers: Semil Shah, founding general partner at Haystack and… ▶Show page
- 79 **Reinventing Wall Street: Rogo’s AI Revolution with Gabriel Stengel** 5 Jun 2025 · 43 min [Revolution](https://millionrounds.com/fund/revolution) About this episode This week, Lightspeed Partner Mike Mignano sits down with Gabriel Stengel, founder and CEO of Rogo, to explore how AI is transforming the world of finance. Gabe shares his journey from sleepless nights as a junior investment banker at Lazard to building Rogo, a cutting-edge AI platform that automates the grueling work… ▶Show page
- 78 **Mike Krieger: Product Building Lessons from Instagram and Anthropic (Encore)** 29 May 2025 · 54 min [Mike Krieger](https://millionrounds.com/fund/mike-krieger) About this episode This week, we are revisiting a conversation between Lightspeed partner Michael Mignano and Anthropic’s head of product, Mike Krieger. Mike is known for co-founding Instagram, one of the most beloved pieces of consumer technology, and now he has taken his talents to Anthropic. They discuss the challenges AI product… ▶Show page
- 77 **Arvind Jain: Why Now Is the Time to Solve Enterprise Search (Encore)** 22 May 2025 · 45 min [Arvind Jain](https://millionrounds.com/person/arvind-jain) About this episode This week, we are revisiting a conversation between Lightspeed partner Michael Mignano and Arvind Jain, the founder and CEO of Glean about the evolution of AI-assisted enterprise search. Arvind shares what insights helped to start Glean's journey in 2019, how the company leveraged transformer-based models early on,… ▶Show page
- 76 **Chris Pedregal + Sam Stephenson: Making Meetings More Effective with Granola** 15 May 2025 · 38 min About this episode How can AI make meetings better? That’s the simple question that inspired Granola, a productivity tool that can tell you what was actually discussed in that meeting last week and what the real next steps are. In this episode of Generative Now, host Michael Mignano, partner at Lightspeed, sits down with Granola… ▶Show page
- 75 **Jon Noronha: How Gamma’s big bet on AI paid off** 8 May 2025 · 40 min About this episode Can a pivot to AI actually save a company? In the case of Gamma, it did that and more. In this episode of Generative Now, host Michael Mignano, partner at Lightspeed, talks with Jon Noronha, the co-founder of Gamma, an AI-powered platform that helps users create interactive and engaging presentations, websites, and… ▶Show page
- 74 **AI Recruiting at NVIDIA, Pika, and Eleven Labs: How to Build Exceptional Teams** 1 May 2025 · 18 min [Mati Staniszewski](https://millionrounds.com/fund/mati-staniszewski)[Dan Shipper](https://millionrounds.com/person/dan-shipper) About this episode Exceptional AI products begin with exceptional teams, but in 2025, AI staffing has never been harder. In this episode of Generative Now, Lightspeed partner Michael Mignano dives into the realities of AI recruiting and team building, sharing insights from some of today’s top AI leaders. You’ll hear from: Demi Guo,… ▶Show page
- 73 **Rohan Nayak: How Pocket FM is Using AI to Reinvent Audio Storytelling** 24 Apr 2025 · 49 min About this episode There’s no doubt we have more choices for entertainment than at any other point in history. And yet, once a series ends, it can be difficult to find something you like just as much. But what if AI could give you a seemingly endless supply of quality content? In this episode of Generative Now, host Michael Mignano,… ▶Show page
- 72 **Your Questions Answered: Vibe Coding, Consumer Defensibility, and the Future of Agent Management** 17 Apr 2025 · 18 min About this episode In this special mailbag episode of Generative Now, Lightspeed Partner Michael Mignano tackles your questions from X and LinkedIn. He gets into AI's market expansion, startup defensibility, which verticals investors are watching, and how the most interesting new roles are being shaped by AI. Plus, Michael shares what… ▶Show page
- 71 **Generative Quarterly with Semil Shah: Seed Markets, Vibe Coding, and the Flappy Bird Effect** 10 Apr 2025 · 1h 0m [Semil Shah](https://millionrounds.com/person/semil-shah)[Y Combinator](https://millionrounds.com/fund/y-combinator) About this episode History may not repeat itself, but it certainly rhymes. Vibe coded games, like a flight simulator from @levelsio, are reminiscent of early iPhone app store games like Flappy Bird and Paper Toss. How else are consumer tech cycles evolving? Lightspeed Partner Michael Mignano welcomes back investor Semil Shah for their… ▶Show page
- 70 **Scott Belsky: Content Creators, Creativity, and Marketing in the AI Landscape (Encore)** 3 Apr 2025 · 32 min [Scott Belsky](https://millionrounds.com/fund/scott-belsky) About this episode This week, we’re revisiting a conversation with Scott Belsky, who recently announced a new role leading innovation at A24. Lightspeed Partner and Host Michael Mignano talks with Scott about the evolution of marketing with generative content, the future of personalization, and overlooked opportunities in the AI… ▶Show page
- 69 **Lulu Cheng Meservey: The New Rules of Founder Comms (Encore)** 27 Mar 2025 · 48 min [Lulu Cheng](https://millionrounds.com/person/lulu-cheng) About this episode Lulu Cheng Meservey puts founders in control of their narrative using one simple principle: Go Direct. This week, we’re revisiting our conversation with the CEO and Founder of Rostra, the go-to communications agency for Silicon Valley founders. Lulu joins Lightspeed Partner and Host Michael Mignano on the podcast to… ▶Show page
- 68 **Johnny Ho: The Future of Online Search (Encore)** 20 Mar 2025 · 44 min About this episode This week, we are revisiting a conversation between Lightspeed Partner and host Michael Mignano and Johnny Ho, co-founder and Chief Strategy Officer at Perplexity. Perplexity is the AI powered search engine that is rapidly growing and challenging the industry status quo. Johnny and Michael talk about his background as… ▶Show page
- 67 **Dan Shipper: The First MultiModal Media Company** 13 Mar 2025 · 1h 4m [Dan Shipper](https://millionrounds.com/person/dan-shipper)[Nathan Baschez](https://millionrounds.com/person/nathan-baschez) About this episode Code is content. Writers build apps. App builders write newsletters. This is Every CEO & Founder Dan Shipper’s vision for the modern media company. Michael Mignano, Partner at Lightspeed, sits down with Dan to talk about building the first multimodal media company, developing viral software like Cora, and cultivating… ▶Show page
- 66 **Josh Mohrer: Is the Future of AI Businesses A Solo Pursuit?** 6 Mar 2025 · 52 min [Josh Mohrer](https://millionrounds.com/person/josh-mohrer) About this episode AI is rapidly expanding what we can get done in a day. So, can entrepreneurs leveraging AI start companies of one? In this episode of Generative Now, host Michael Magnano, partner at Lightspeed, sits down with Josh Mohrer, the founder and CEO of Wave, a revolutionary AI app that records, transcribes, and summarizes… ▶Show page
- 65 **Mikey Shulman answers your questions about Suno and making music with AI** 27 Feb 2025 · 59 min About this episode Mikey Shulman, Co-Founder and CEO of Suno, comes back on the podcast to answer your questions from X with Lightspeed Partner Michael Mignano. Mikey shares about Suno’s growth over the past year, introducing new models, and launching their mobile app. They also address numerous questions from the audience about the… ▶Show page
- 64 **Arvind Jain: Why Now Is the Time to Solve Enterprise Search** 20 Feb 2025 · 45 min [Arvind Jain](https://millionrounds.com/person/arvind-jain) About this episode Enterprise search is a problem that’s plagued companies since the advent of working on computers. Now, AI promises solutions. In this week’s episode, host Michael Mignano from Lightspeed sits down with Arvind Jain, founder and CEO of Glean, to discuss the evolution of AI-assisted enterprise search. Arvind shares what… ▶Show page
- 63 **Mike Krieger: Product Building Lessons from Co-Founding Instagram to Leading Product at Anthropic** 13 Feb 2025 · 54 min [Mike Krieger](https://millionrounds.com/fund/mike-krieger) About this episode Mike Krieger is known for cofounding Instagram, one of the most beloved pieces of consumer technology, and now he is leading product at Anthropic. This week, host and Lightspeed Partner Michael Mignano talks to the product building legend to discuss the challenges AI product builders face and the evolution of product… ▶Show page
- 62 **Rajarshi Gupta: Artificial Intelligence and Crypto at Coinbase** 6 Feb 2025 · 44 min About this episode This week on the podcast, we’re looking at how machine learning is optimizing how crypto giant Coinbase operates. Coinbase Head of Machine Learning Rajarshi Gupta joins the Generative San Francisco stage to discuss with Anand Iyer, Lightspeed Venture Partner focused on crypto. (00:00) Introduction (00:26) Rajarshi… ▶Show page
- 61 **Anu Atluru: Will AI Change How We Use Social Utilities?** 30 Jan 2025 · 1h 13m About this episode In this episode of Generative Now, host Michael Mignano, Partner at Lightspeed, chats with Anu Atluru, a startup founder, operator, angel investor, and co-runner of Slang, a product studio dedicated to social consumer products. Anu shares her insights on the evolving landscape of social products, the difference between… ▶Show page

## Who the show talks about

Firms named in its episodes, and people named in descriptions: talked about, rather than on the show.

[**Haystack** *6*](https://millionrounds.com/fund/haystack)[**Revolution** *5*](https://millionrounds.com/fund/revolution)[S **Scott Belsky** *5*](https://millionrounds.com/fund/scott-belsky)[**Lightspeed Venture Partners** *3*](https://millionrounds.com/fund/lightspeed-venture-partners)[**Factorial Capital** *2*](https://millionrounds.com/fund/factorial-2)[M **Marissa Mayer** *2*](https://millionrounds.com/fund/marissa-mayer)[M **Mati Staniszewski** *2*](https://millionrounds.com/fund/mati-staniszewski)[M **Mike Krieger** *2*](https://millionrounds.com/fund/mike-krieger)[**Y Combinator** *2*](https://millionrounds.com/fund/y-combinator)[**Bain & Company** *1*](https://millionrounds.com/fund/bain-and-company)[B **Ben Thompson** *1*](https://millionrounds.com/person/ben-thompson)[**Boston University** *1*](https://millionrounds.com/fund/boston-university)

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