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Hallway Chat

Fraser Kelton & Nabeel Hyatt

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Fraser & Nabeel explore what it means to build great products in this new world of AI. Two former founders, now VCs, have an off-the-cuff conversation with friends about the new AI products that are worth trying, emerging patterns, and how founders are navigating a world that’s changing every week. Fraser is the former Head of Product at OpenAI, where he managed the teams that shipped ChatGPT and DALL-E, and is now an investor at Spark Capital. Nabeel is a former founder and CEO, now an inve ...
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Is it still worth it to discuss models when discussing startups? Nabeel and Fraser discuss how that may be the wrong question to ask in the current landscape, and why customer-centric questions and user experience should be the basis of product experience. Later, they deliberate who might come out on top in the “horse race” for AI product dominance…
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What is the extent of autonomous coding engineer Devin’s ability to generate real, functional applications with little to no help? Nabeel and Fraser dive into the buzz about Cognition’s ‘Devin’, what makes it different, and the transformative potential of AI in software engineering, particularly focusing on autonomous coding software. Later, they g…
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This week is a discussion of the points of differentiation vs commodification in various AI models. Including how these points might change over time, and might change between language, image, and video models. Then Fraser pivots to orienting around jobs to be done in AI, and how the various models have a huge gap between being capable of doing som…
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Josh Miller, Founder and CEO of The Browser Co, joins this week. We loved the experience with Arc Search, a new AI-enabled mobile search experience, we decided to talk to Josh directly about how it all came together. Topics: * How Arc Search came to be spawned out of basically a side project * The core value of "we don't know" * How the key AI feat…
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Two former founders, now VCs, play with AI products and see where that leads... Fraser and Nabeel discuss the differences between horizontal disruption and vertical market disruption and the patterns of the phases of this disruption in the mobile age. From Adaptation, to Evolution, and eventually Revolution. Next, they dive into AI email app Shortw…
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Reviewing voice note transcription apps, from WaveAI to Audiopen and ChatGPT. Then Fraser and Nabeel take stock of various ways AI coding is affecting software development, from Co-Pilots to "mealeable software development" and No-Code AI. Lastly, the hosts talk through a wish list of products they'd love to see this year. Topics discussed: - Slowe…
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Fraser and Nabeel discuss the onslaught of AI hardware launches, exploring the potential factors behind this shift. They also discuss the importance of designing not by listening to your customer but by understanding the customer. The duo also discuss the importance and challenges surrounding 'prompt engineering' vs prompt writing, using BARD, Suno…
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Nabeel and Fraser briefly discuss Google's new AI model, Gemini, and keeping authenticity in startup pitches. They discuss the perils of trying to simplify when technology is lending towards complexity. How to stay authentic to yourself when pitching and fundraising. The new findings of Claude prompting, and the likely continued need for prompt eng…
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Nabeel gets to ask Fraser for reflections on the development of ChatGPT on the one-year anniversary. They talk about the intersection of product managers and AI researchers, how ChatGPT came to be on the roadmap, how the team came to be formed, and the difference between polish & overengineering. They then discuss the recent explosion of real-time …
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The conversation kicks off with the surprising news of Sam Altman’s departure from OpenAI. Nabeel and Fraser then discuss the ‘crazy week’ of product releases, demystifying the complexity and impact of AI in various workflows. They spotlight AI startup Lindy, review My GPTS, and early impressions of the product Dot, an AI-driven guide in daily life…
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In this conversation, discussions revolve around the recent OpenAI Dev Day, the Reflect note taking app, and how founders should internalize the "threat" and partnership opportunities with OpenAI. Fraser & Nabeel discuss that it's still "fart app and flashlight" early days for developers to truly utilize the capabilities of technologies like ChatGP…
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Fraser & Nabeel get things up and running again at Hallway Chat. How AI is changing search engines, comparing Perplexity with Google, and what just goes to ChatGPT & Claude. "Shipping your org chat". Debating Sam Lessin's recent "State of Venture Capital" and whether AI in startups is just magical thinking. The app of the week: Snipd, an AI podcast…
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Hey ya'll. In todays show we discuss Apple and service-based software releasing, the PS5 and why we play games, creating a middle class Creator Economy, blogging in 2021 and finding your voice on the internet, being a VC only in up times. It's our first episode of the new year, Nabeel and Bijan are joined by our new Spark colleague, Brian Watson!…
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We are back with a long overdue edition of Hallway Chat. Todays episode, Bijan and Nabeel discuss: investing during a pandemic (ie 2020 vs 2019), how we are working from home (technology and schedule), some likely controversial thoughts about remote work, AirPods woes, and a few memorable moments at Postmates. Thanks for listening and as always twe…
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After a one year-ish break, Nabeel and Bijan are back with a shiny new episode! In this pod, we chat about things on our minds lately including, is VC pattern recognition actually valuable, what does the decline of the iPhone mean to Apple's future, the potential for single purpose electronics, and challenging the dogma of "winner takes all" market…
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Another episode of Hallway Chat. Bijan and Nabeel. Recorded November 16, 2017. Show notes: - iPhone X, including new apps - Musical.ly’s exit and the notion that “mobile consumer is dead” - The changes in the VC landscape, from the moral awakening to the explosion of seeds - Eugene Wei’s blog post on Amazon and analytics - Gadget gifts: Rylo, Molek…
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5/19/2017: Hey, we're back with another episode of Hallway Chat. Show notes: Clay Bavor's Virtual & Augmented Realities http://bit.ly/2pNfVra Reid Hoffman's Masters of Scale podcast https://mastersofscale.com/ Tim O'Reilly's response to Masters of Scale https://www.linkedin.com/pulse/some-businesses-bleed-black-tim-o-reilly Google's ongoing tranfor…
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Recorded 2/10/17.Summary: Nabeel and Bijan discuss a few favorite new apps, some thoughts about current American politics & the moral awakening of Silicon Valley,Related links:Teuxdeux: teuxdeux.com/10% Happier: itunes.apple.com/us/app/meditatio…id992210239?mt=8Anil Dash: Tech Moral Reckoning: onbeing.org/programs/anil-dash-…hs-moral-reckoning/…
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Recorded 2/10/17. Summary: Nabeel and Bijan discuss a few favorite new apps, some thoughts about current American politics & the moral awakening of Silicon Valley, Related links: Teuxdeux: https://teuxdeux.com/ 10% Happier: https://itunes.apple.com/us/app/meditation-for-fidgety-skeptics/id992210239?mt=8 Anil Dash: Tech Moral Reckoning: http://onbei…
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Hi everyone! @nabeel and @bijan are back with a new podcast to kick off the new year. This episode of Hallway Chat, we are joined by our fellow Spark partner Kevin Thau (@kevinthau). We talked about the new Apple Airpods, Apple vs Google apps for iOS, Bijan's beef with mail apps for iOS, Nabeel's crazy love affair with Apple Maps, Voice assistants …
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Another episode of Hallway Chat with @nabeel and @bijan Topics: how the Tesla 3 has presold so much, Cruise and navigating the new rush of autonomous driving startups, Nest/Echo and what it takes to keep innovating, Snapchat’s social trajectory, and the march towards replacing MacOS with iOS. Please tweet us your questions & suggestions! Thanks so …
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A podcast by Bijan Sabet and Nabeel Hyatt, partners at Spark Capital. In todays show, we were joined by special guest and our friend, Fred Wilson. Show notes: -questions from Twitter, including how Fred started investing in social media, & YC's recent move to recommend exercising options from 90 days to 10 years -Fred's post, "The New Entertainment…
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Our friend Fred Wilson joined us today for our 23rd episode of Hallway Chat. Show notes:-questions from Twitter, including how Fred started investing in social media, & YC's recent move to recommend exercising options from 90 days to 10 years-Fred's post, "The New Entertainment Bundlers", http://avc.com/2016/03/the-new-entertainment-bundlers/-Chris…
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Yesterday, @nabeel and @bijan recorded our 22nd episode. Show notes:-Responded to questions by Hallway Chat listeners/friends Semil and Steve Kane-How do we work with founders "after we write the check"-Impact of social media in politics-Perils of optimizing for valuations-Upfront Summit & thoughts on current state of the market-Andy Rubin’s new AI…
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Nabeel and Bijan recorded episode 20th of our podcast, Hallway Chat yesterday. Stuff we talked about (not necessarily in this order):-hardware startups-Apple Watch, iPad Pro-Are we overdue for a hot new mobile app, Peach, Snapchat-VC blogs and why aren’t we writing more-our tech habbits while on traveling on vacation-As our firm Spark grows, we cha…
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