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

In this episode of Generative Now, Michael Mignano and Semil Shah discuss current trends in the tech and venture capital landscape. They delve into Meta's aggressive AI talent acquisition strategy, comparing it to an NBA team approach and question whether it's a sustainable "mercenary" strategy. They also analyze Apple's AI strategy, debating whether the company is behind or strategically waiting for the right moment. The conversation shifts to Figma's IPO, discussing its meme stock status and the broader implications for design-centric companies. They explore the changing dynamics of seed funding, the impact of larger funds entering the space, and the challenges faced by early-stage founders. Finally, they examine the conflict between AI agents and content publishers, with CDNs like Cloudflare acting as gatekeepers, and discuss the evolving landscape of media and podcasting, highlighting the importance of design, unique content, and new formats.