Generative Now | AI Builders on Creating the Future

• Mike Krieger: Product Building Lessons from Instagram and Anthropic (Encore)

  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 builders face and the evolution of product innovation and draw parallels between two transformative eras: the social media revolution that gave birth to Instagram and today's AI renaissance. Episode Chapters: (00:00) Introduction(00:54) Mike Krieger's Journey to Anthropic(03:17) Building Product Strategy at Anthropic(07:43) Rapid Iteration and Safety(10:58) Differentiating AI Models and User Experience(17:57) Impact of AI on Consumer Products and Business Models(24:39) Enterprise vs. Consumer Product Strategy(29:19) AI in Personal Life Management(30:15) Open Source and Claude Integrations(33:09) AI-Assisted Product Development(37:13) Scaling Teams and Processes at Anthropic(42:17) Reflections on AI and Future ProspectsStay 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: [email protected] 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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• Arvind Jain: Why Now Is the Time to Solve Enterprise Search (Encore)

  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, and how Glean developed the market for this product. They also talk about competition, the technical aspects of integrating Glean across SaaS platforms, and the monumental impact of ChatGPT on the industry. Episode Chapters(00:00) Introduction (01:15) Why Arvind Created Glean to Solve Enterprise Search Problems(03:50) Technical Foundations: Building Glean with Transformers(09:04) Product Market Fit and Early Challenges(12:16) The Impact of ChatGPT and Market Evolution(13:42) Glean's Architecture and Model Integration(17:58) The Future of AI in Enterprises(27:52) Leadership, Competition, and Company Culture(35:48) Reflections and Lessons from Rubrik to Glean(41:15) Lightning Round and Closing RemarksStay 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: [email protected] 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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• Chris Pedregal + Sam Stephenson: Making Meetings More Effective with Granola

  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 co-founders Chris Pedregal and Sam Stephenson at their headquarters in London. They talk about how they first met, their early product bets, and how they decided to focus on solving one painful problem: the chaos that follows every meeting. They share the story behind their early experiments with GPT-3 and how that eventually evolved into a tool designed especially for people who find their days filled with back-to-back meetings. Chris and Sam explain why they avoided flashy AI features to focus on simplicity and habit-forming design, how they quickly found their product-market fit, and what it means to adapt quickly in the age of LLMs. Episode Chapters00:00 Welcome and Introduction01:15 Finding the Right Co-Founder01:51 Tools for Thought and AI03:24 Identifying the Problem04:38 Building the Solution05:07 The Evolution of AI and App Layer07:46 Challenges and Innovations11:20 Business Model and Future Outlook14:24 The Launch and Early Success17:52 Theoretical vs. Practical User Needs18:17 Stress and Software Design19:28 Scaling with AI22:05 Maintaining Quality and Taste24:10 Building a Silicon Valley Startup in London28:03 The Future of Granola30:27 Early Feedback and Iteration35:09 Privacy and Data HandlingStay 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: [email protected] 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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• Jon Noronha: How Gamma’s big bet on AI paid off

  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 social media assets. Nearly four decades since the creation of PowerPoint, they talk about how Gamma is treading new ground in the presentation space. Jon discusses how Gamma almost failed until they made the bold decision to pivot to AI in 2023, and how that move brought them millions of new users around the world. They get into the company's initial struggle for product-market fit, the impact of generative AI models like ChatGPT and Stable Diffusion, and the strategic moves they made to adapt and thrive. Jon also shares where he thinks Gamma might go next. Episode Chapters:(00:00) Welcome and Introduction(00:41) Founding Gamma and Initial Vision(04:00) Challenges and Pivot to AI(07:04) AI Integration and Breakthrough(08:38) Expanding Beyond Presentations(15:45) User Experience and Prompt Engineering(20:11) Building Value Beyond AI(21:14) Competing with Industry Giants(25:03) The Future of AI Interfaces(29:43) Voice Interaction and AI(34:35) Gamma's Growth and Team Dynamics(36:47) Anticipating AI Model Innovations(39:05) Conclusion Stay 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: [email protected] 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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• AI Recruiting at NVIDIA, Pika, and Eleven Labs: How to Build Exceptional Teams

  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, CEO and Co-Founder of PikaMati Staniszewski, CEO and Co-Founder of Eleven LabsBill Dally, Chief Scientist of NVIDIADan Shipper, CEO and co-founder of EveryAmy Anton, Vice President of Talent, AI at LightspeedTogether, they explore what defines a strong AI team, the evolving role of creative talent, how to scale without losing culture, and why generalists may thrive in an AI-powered workforce. The episode also touches on the shift from the knowledge economy to the allocation economy, and what that means for hiring in the AI era.Whether you're an AI founder, operator, or just thinking about your next hire, this episode unpacks what’s working (and what’s not) in AI HR, staffing, and team design.Chapters: (00:00) What’s Challenging about Hiring AI Teams?(01:25) Demi Guo and Mati Staniszewski: Creative Talent in AI(03:36) Dan Shipper: Finding Space to Experiment (08:05) Scaling AI Teams: Insights from NVIDIA(10:52) Building Strong AI Teams: Advice from Lightspeed(16:48) 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: [email protected] 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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