Michael Mignano is a partner at Lightspeed VC. Joe Marchese is a general and build partner at Human Ventures. The two investors join Big Technology Podcast to discuss this new wave of generative AI's potential. We interrogate how this technology might be overhyped, and then speak about the potential areas of opportunity. Three domains stand out: 1) Content creation and entertainment. 2) Search and discovery. 3) AI as an assistive agent. Tune in for the second half where we discuss platform strategy and the associated risks.

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Two VCs On AI’s Possibilities — With Joe Marchese and Michael Mignano

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Alex Kantrowitz Episodes Around April 5, 2023

Google and Microsoft's Chatbot War, How AI Changes Hollywood, Disney In Crisis

Can Technology Solve Our Climate Crisis — With David Friedberg

Bing Breaks Bad, Metaverse Fades, Tesla's Self-Driving Recall

An AI Chatbot Debate — With Blake Lemoine and Gary Marcus

Paying For Social, RIP IPOs & Voice Computing, Four Day Work Weeks

The Social Media Era Of News Is Over — With Ben Smith

Salesforce Tumult, The ChatGPT API, Tinder Robberies

Amazon's Ad Business Soars + AI APIs — With Benedict Evans

Silicon Valley Bank Collapses — With Dan Primack and Ranjan Roy

The Fallout from Silicon Valley Bank's Failure — With Om Malik and Chris Tolles

SVB Reexamined, GPT-4's Potential, TikTok's Potential Ban

Instagram’s Founder On Why All Social Media Looks The Same — With Kevin Systrom

SEC Comes For Coinbase, Hindenberg Comes For Block, Congress Comes For TikTok

Palmer Luckey's Ambitions For The Metaverse And AI Warfare — With Palmer Luckey

RIP Blue Checks, The Open Letter To Stop AI, Startup Funding After SVB

Two VCs On AI’s Possibilities — With Joe Marchese and Michael Mignano

The Internet's Impact On Productivity, Meta's AI Plan, RIP Big Tech Perks

Was The Sharing Economy Way Overblown? — With Emil Michael

The Economy is Fine?, VC Funding Declines, Non-Negotiable Expectations

The Taiwan Semiconductor Dilemma — With Congressman Ro Khanna

State Of The AI Wars, Google's Counterpunch, Elon's 4/20

What Exactly Is The Market Telling Tech To Do? — With Josh Brown

Bluesky Takes Off, Big Tech Earnings Blowout, Do We Want Human Writers

Is Social Media Doomed To Die? — With Ellis Hamburger

OpenAI's Business Model Problem, Apple's Mixed Reality Vision, Ed Sheeran's Copyright Win — Techmeme Ride Home Crossover

Modern Space Race + State of Elon Musk — With Ashlee Vance

Twitter's New CEO, Streaming Wars Are Over, Traffic's Lessons

He Helped Train ChatGPT. It Was Traumatizing. – With Richard Mathenge

Apple's XR Misadventure, An Emerging AI Bubble, Elon vs. Bezos

Google's Bard Director On His Vision For The Bot — With Jack Krawczyk

NVIDIA Takes Off, Temu + Shein Deep Dive

Summary