M.G. Siegler: VC’s Crisis, Defensible Startups, and Hack-quisitions

Generative Now | AI Builders on Creating the Future

Writer and investor M.G. Siegler joins Host and Lightspeed Partner Michael Mignano from London to discuss the European tech scene and his experiences stepping back from venture capital after a decade with GV. The discussion covers the current 'VC Crisis', including CRV Ventures' decision to return funds, and the complex M&A and IPO landscape. Siegler offers his perspective on investing in people vs ideas, the defensibility of startups, and the anticipated evolution towards AGI.

Episode Chapters

(00:00) Introduction

(00:32) M.G. Siegler's Background and Move to London

(01:07) Investing in London vs. San Francisco

(03:56) Exploring the London Tech Scene

(10:32) Venture Capital’s Crisis

(13:26) AI and the Future of Startups

(18:03) The Role of Acquisitions in Tech

(22:15) Challenges and Opportunities in Venture Capital

(36:06) Current M&A Environment

(39:17) VC Funds and the AI Market

(42:01) Scaling AI and Future Breakthroughs

(54:00) Is the Consumer Market Dead?

(59:39) Apple's Position in the AI Race

(01:11:26) Closing Thoughts

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