Michael Mignano
@mignano
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VC and founder. Partner at @lightspeedvp, Co-Founder of Anchor (acquired by @Spotify) and @oboelabs.
Portfolio →
Joined July 2008
People are underestimating what will happen to software as a result of AI. Most are focused on how it'll make creating software incrementally easier, faster, cheaper. Few are discussing just how vast the universe of software becomes when this happens. We will have 100x more.
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RT @ravirajjain: Big news from @Lightspeedvp backed @ComposioHQ. We’re excited to announce that we are leading Composio’s $25M Series A! Co….
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This app is a lot of fun. I also may have a few extra codes….
Some news: We're building the next big thing — the first-ever AI-only social video app, built on a highly expressive human video model. Over the past few weeks, we’ve been testing it in private beta. Now, we’re opening early access: download the iOS app to join the waitlist, or.
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We're living in the most hyper capitalistic moment in tech history. Everyone just wants to get rich and no one is being shy about it. But your startup can’t outspend Meta and you can't convince people to join you using money. So what do you do?. You focus on being a mission.
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“What if this time is different?”. Hearing this a lot lately.
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The irony of this whole situation is that once AI agent use overtakes traditional web search, the web will want to be scraped. As one founder recently said to me: “eventually, if you’re not getting scraped, you will not exist.”.
The browser sees everything. This is the reason we’re getting so many new AI-first browsers from The Browser Co, Perplexity, and soon OpenAI. So they can “see” data that they increasingly cannot scrape. AI feeds on data. It gets the data by automatically scraping the web. But.
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Here's my full conversation with @scottbelsky and @stevejang: . YouTube: Spotify: Apple Podcasts:
podcasts.apple.com
Podcast Episode · Generative Now | AI Builders on Creating the Future · 07/17/2025 · 46m
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Where are all the consumer AI apps??? This is the question I posed to s-tier consumer investors @scottbelsky (Uber, Pinterest) and @stevejang (Coinbase, Postmates). We're almost 3 years into the AI hype the we're still all mostly just talking about ChatGPT, Perplexity, and
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The browser sees everything. This is the reason we’re getting so many new AI-first browsers from The Browser Co, Perplexity, and soon OpenAI. So they can “see” data that they increasingly cannot scrape. AI feeds on data. It gets the data by automatically scraping the web. But.
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It’s pretty normal to accelerate all unvested employee options during acquisitions. Happens all the time. We did it during the Anchor deal and no one flinched (lawyers, acquirer, etc). (I have no inside knowledge of the windsurf acquisition, but I see a lot of people debating.
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Thanks for having me on! Fun one.
🚨 NEW POD ALERT 🚨. On @humanunicornpod Episode 10, I sit down with the literal Godfather of the Podcast: our good friend @mignano. We had the privilege of backing Mike’s first startup, Anchor, nearly a decade ago — the first real platform that helped humans (not just media
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When you talk to Ilya and @daniellevy__, it becomes clear very quickly that this is the most talented & inspiring AI team in the world. Zero doubt in my mind that they'll accomplish their mission. We at Lightspeed are very fortunate to be supporting the SSI team 🙏.
I sent the following message to our team and investors:.—. As you know, Daniel Gross’s time with us has been winding down, and as of June 29 he is officially no longer a part of SSI. We are grateful for his early contributions to the company and wish him well in his next.
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TollBit is building the new internet economy.
AI bots now make up over 1/3 of web traffic — and they’re scraping your content for free. The Fastly + @TollbitOfficial integration lets you detect, redirect & monetize AI bot traffic. No added latency. No extra lift. Just control + compensation. 💸. 🔗
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Reminder: there are no moats. Only momentum.
Technology is not a moat. Never has been. There are so many examples of incumbents copying startup’s technology and leveraging their distribution to crush competition. And AI coding models are quickly making technology even less defensible. With coding models like Claude,.
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apple allowing both spotify and youtube to co-opt "podcasts" and unseat them as king is one of the greatest self-owns in history.
It’s official. For 20 years, we’ve been helping listeners find their next favorite podcast. 🎧💜. To celebrate two decades of podcasts at Apple, we rounded up 20 shows that showcase the past, present, and future of this incredible medium. #ApplePodcasts20.
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“Without the app, you don’t have a product.”.
It really feels like Steve was time traveling to this moment. Steve Jobs gave a great talk at MIT in the 80's about Operational vs Managerial. SO many salient points around speed, continuously learning and driving actions.
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The irony is that so far, AI has recruited far more developers than it has eliminated. Everyone I know is coding right now.
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ngl been refreshing tbpn every 30 min or so to make sure I don't miss @im_roy_lee. zero chance this isn't must-see tv.
Morning. Here are our guest call-ins today:. - @stevesi (a16z).- @im_roy_lee (Cluely).- @AlexS3n (Meridian).- @kirbyman01 (a16z).- @davefontenot (HF0 Residency).- Anupam Singh (Roblox).- Miles Moen (DashFuel). See you all on the stream.
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