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- Oct 16, 202545 min
Tanay Kothari: Creating a Post-Keyboard Future
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 “zero-edit” voice products. Tanay gets into training in-house models, beating sub-second latency, and explains his approach to onboarding customers with the goal of changing behavior. He also discusses what’s next for the future of voice products and why he predicts a post-keyboard future.For more information on Wispr Flow, please visit https://wisprflow.ai andhttps://wisprflow.ai/careers 00:00 Introduction and Guest Welcome01:26 Tenay's Background and Early Inspirations02:29 Building and Selling Feather X03:52 The Birth of Whisper Flow04:25 Early App Development and Challenges06:39 Innovative Projects and User Impact11:45 Whisper Flow's Differentiated Approach18:57 Technical Challenges and Solutions22:23 Design and User Experience23:19 Personal Onboarding Experience23:40 Building User Habits24:43 Inspiration from Video Games26:11 Onboarding Mechanics in Whisper29:00 Challenges of Deep Integration32:10 Transition from Hardware to Software38:30 Future of Voice Technology47:42 Upcoming Features and OpportunitiesStay in touch:www.lsvp.comX: https://twitter.com/lightspeedvpLinkedIn: https://www.linkedin.com/company/lightspeed-venture-partners/Instagram: https://www.instagram.com/lightspeedventurepartners/Subscribe on your favorite podcast app: generativenow.coEmail: generativenow@lsvp.comThe 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.
- Oct 2, 20251h 2m
Inside the Black Box: The Urgency of AI Interpretability
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 Google DeepMind’s interpretability team. They discuss opening the black box of modern AI models in order to understand their reliability and spot real-world safety concerns, in order to build AI systems of the future that we can trust. Episode Chapters: 00:42 Welcome and Introduction00:36 Overview of Lightspeed and AI Investments03:19 Event Agenda and Guest Introductions05:35 Discussion on Interpretability in AI18:44 Technical Challenges in AI Interpretability29:42 Advancements in Model Interpretability30:05 Smarter Models and Interpretability31:26 Models Doing the Work for Us32:43 Real-World Applications of Interpretability34:32 Philanthropics' Approach to Interpretability39:15 Breakthrough Moments in AI Interpretability44:41 Challenges and Future Directions48:18 Neuroscience and Model Training Insights54:42 Emergent Misalignment and Model Behavior01:01:30 Concluding Thoughts and NetworkingStay in touch:www.lsvp.comX: https://twitter.com/lightspeedvpLinkedIn: https://www.linkedin.com/company/lightspeed-venture-partners/Instagram: https://www.instagram.com/lightspeedventurepartners/Subscribe on your favorite podcast app: generativenow.coEmail: generativenow@lsvp.comThe 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.
- Sep 17, 20251h 2m
From Periscope to Macroscope: Kayvon Beykpour’s Vision for AI-Powered Development
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 visibility and saving engineers time with AI-powered workflows. Kayvon reflects on his journey from building Periscope and leading product at Twitter to reimagining how teams manage both human and agentic workforces. They get into philosophies on starting companies, management styles, and how AI could be the thing that helps managers solve their biggest challenges. Episode Chapters: 00:00 Introduction and Guest Welcome00:52 Introducing Macroscope: The New Product01:24 The Problem Macroscope Solves02:30 How Macroscope Works03:52 The Future of AI in Software Development08:58 Empowering Leaders with Macroscope10:56 Kayvon's Journey: From College Startup to Macroscope16:22 The Periscope Story: From Idea to Acquisition28:22 The Rise and Challenges of Periscope32:43 Twitter's Live Feature Evolution33:59 Integrating Audio Conversations35:07 Challenges in Twitter's Product Strategy35:32 The Clubhouse Acquisition Attempt36:27 Twitter's Cultural Shift with Spaces38:48 Managing Large Teams at Twitter44:05 Macroscope: The Genesis47:03 The Role of LLMs in Macroscope48:36 The Elon Musk Encounter54:23 The Pivot to Macroscope59:21 Future of Macroscope and Product DevelopmentStay in touch:www.lsvp.comX: https://twitter.com/lightspeedvpLinkedIn: https://www.linkedin.com/company/lightspeed-venture-partners/Instagram: https://www.instagram.com/lightspeedventurepartners/Subscribe on your favorite podcast app: generativenow.coEmail: generativenow@lsvp.comThe 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.
- Aug 26, 202556 min
Walk & Talk Episode: Semil Shah on AI Superteams, Meta’s Bold Moves, and Apple’s Missed Shots
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 Introduction00:30 Reflecting on Long Island01:47 M&A Frenzy and Talent Wars02:10 Meta's Strategic Moves06:30 Apple's AI Strategy11:12 Figma's IPO Success21:33 The State of Seed Investing25:30 The Model's Mathematical Basis26:00 Case Study: Firebase Acquisition27:19 Seed Fund Strategies and Challenges30:30 Founders' Incentives and Signal Risk36:40 AI Agents vs. CDNs: A Legal Playground42:57 The Evolution of Podcasts and Media51:31 The Future of AI Branding56:03 Conclusion and Final ThoughtsStay in touch:www.lsvp.comX: https://twitter.com/lightspeedvpLinkedIn: https://www.linkedin.com/company/lightspeed-venture-partners/Instagram: https://www.instagram.com/lightspeedventurepartners/Subscribe on your favorite podcast app: generativenow.coEmail: generativenow@lsvp.comThe 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.
- Jul 24, 202543 min
Rahul Vohra: Building AI Tools That Save Us Time
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 time—not email—is the real problem it solves. He dives into the thinking behind their recent acquisition by Grammarly, his vision for an AI-native productivity suite, and what it means to build both apps and agents for the future. Episode Chapters00:00 Introduction and Guest Overview01:00 The Superhuman Email Experience02:28 Building Superhuman: Challenges and Innovations04:50 The Importance of Speed and Efficiency05:36 Superhuman's Unique Features and Early Decisions11:44 The Acquisition by Grammarly15:35 The Vision for an AI Native Productivity Suite22:32 Exploring Verticalized Workflows22:52 The Excitement of the Superhuman-Grammarly Deal24:23 The Strategy of Bundling28:10 AI's Role in Future Productivity32:26 Superhuman's Use of AI41:53 Lessons from Previous AcquisitionsStay in touch:www.lsvp.comX: https://twitter.com/lightspeedvpLinkedIn: https://www.linkedin.com/company/lightspeed-venture-partners/Instagram: https://www.instagram.com/lightspeedventurepartners/Subscribe on your favorite podcast app: generativenow.coEmail: generativenow@lsvp.comThe 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. The views expressed by our guests do not necessarily represent the views of Lightspeed. For more details please see lsvp.com/legal.
- Jul 17, 202545 min
Scott Belsky & Steve Jang: From AI Chatbots to Copilots
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 like chatbots, to what’s next in AI-powered hardware, browsers, and personal agents. They dive into the concept of “personal AI,” discussing memory, context, and the emerging opportunities (and risks) around consumer data and model control. They also touch on use cases like AI-powered dating wingmen, simulated versions of ourselves, and the next generation of AI-first operating systems. Episode Chapters: Welcome and Introductions The Current State of AI Products Surprises and Challenges with LLMs Future of Consumer AI and Personal AI Memory and Personalization in AI Potential Risks and Business Models The Battle for User Data in AI Optimism in AI Model Inference The Role of Open Source Models The Future of AI Hardware Challenges and Opportunities in AI Hardware Startups The Evolution of Consumer Hardware The Reinvention of Browsers The Potential of AI-Enhanced Browsers Conclusion and Final ThoughtsStay in touch:www.lsvp.comX: https://twitter.com/lightspeedvpLinkedIn: https://www.linkedin.com/company/lightspeed-venture-partners/Instagram: https://www.instagram.com/lightspeedventurepartners/Subscribe on your favorite podcast app: generativenow.coEmail: generativenow@lsvp.comThe 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.
- Jul 11, 202541 min
Inside AI Policy with FAI’s Chief Economist Sam Hammond
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 training data and fair use, workforce disruption, and how, when it comes to AI, everything can change in just a few months.Episode Chapters: 00:00 Introduction 00:55 Meet Sam Hammond: Background and Role03:06 The Big AI Policy Issues05:09 Energy and Chip Policy06:47 Fair Use and Copyright in AI13:37 The Urgency of AI Regulation17:03 Potential AI Crisis and Legislative Response20:25 Challenges in AI Regulation21:39 Acceleration vs. Regulation in AI Development22:34 AI Safety and National Security23:51 Fair Use and Copyright in AI Training Data25:39 AI-Induced Labor Disruptions33:36 State-Level AI Regulation 36:02 Global Cooperation on AI Safety37:29 Advice for AI Startups38:34 Optimism for AI and Policy Advancements41:07 ConclusionStay in touch:www.lsvp.comX: https://twitter.com/lightspeedvpLinkedIn: https://www.linkedin.com/company/lightspeed-venture-partners/Instagram: https://www.instagram.com/lightspeedventurepartners/Subscribe on your favorite podcast app: generativenow.coEmail: generativenow@lsvp.comThe 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.
- Jul 3, 202543 min
Julie Bornstein: Building the Future of Fashion with AI
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 Pinterest shaped her vision, why now is the moment for natural language search in shopping, and how AI will transform fashion.Episode Chapters: 00:00 Introduction to the Interview01:06 Julie Bornstein's New Venture: Daydream02:44 The Evolution of E-commerce and AI03:28 From Nordstrom to Daydream05:35 Technological Innovations in Fashion12:02 The Yes: Launching During a Pandemic15:15 Acquisition by Pinterest and Future Plans17:49 The Vision for Daydream22:57 Introduction to Style Passport23:27 Iterative Shopping Experience24:02 Bringing Brands Together24:45 Technical Implementation of Models25:24 Challenges with Large Models26:12 Building Mini Models for Fashion27:28 Competition from Large Model Providers30:25 Video Shopping and Social Media Integration31:43 The Role of Agents in Shopping35:20 Future of Shopping Interfaces37:13 Being a Serial Founder41:48 Launch and Future Plans43:09 Conclusion and FarewellStay in touch:www.lsvp.comX: https://twitter.com/lightspeedvpLinkedIn: https://www.linkedin.com/company/lightspeed-venture-partners/Instagram: https://www.instagram.com/lightspeedventurepartners/Subscribe on your favorite podcast app: generativenow.coEmail: generativenow@lsvp.comThe 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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About Generative Now | AI Builders on Creating the Future
Generative Now is a weekly series from Lightspeed, highlighting the stories, strategies and insights behind today's most exciting AI companies and how they’ll change everything about the way we work. Inspired by the popular in-person Generative Meetups in places like New York, San Francisco, LA and Europe, host and Lightspeed Partner Michael Mignano will speak with founders, engineers, designers and other leaders that are leveraging AI to take their product to new heights. Listen and follow Generative Now wherever you get your podcasts.
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