Mike Mignano

speaker

1,346 appearances 2 recordings 2 series first heard Jul 2026 last heard 6 Jul

Mike Mignano’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 2 in all, peaking in Jul 2026 with 2.

Appearances

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The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · 20VC: Why Now is the Time for the Application Layer | Why OpenAI & Anthropic Won't Win the App Layer | Why Startups Should be TokenMaxxing | Why VCs Should Reduce Weighting on Price & Ownership in an Age of AI with Mike Mignano, USV · 6 Jul 2026 podcast

I think you're gonna go to a startup, especially the startups right now that are mission-driven, especially the startups that are mission-driven, which, by the way,

I don't know that we've really been in that mode for the past couple of years.

Yes, Anthropic's been mission-driven, but there's so much money and capital sloshing around the Valley in this ecosystem, I think a lot of companies haven't needed to be mission-driven.

I think now they will, and it's gonna work to their favor.

I do think engineering organizations are going to evolve.

You will increasingly have probably somewhat smaller teams of higher caliber and higher quality engineers, because I think a lot of the lower level tasks increasingly can be delegated away to agents.

80% of non-coding tasks in the enterprise can be done with models that are not at the frontier.

I think if you're coding, you probably want to be leveraging frontier models.

But I think things like summarization or the generation of docs and briefs and things like this, I don't think you need to be at the frontier.

And so you probably can

leverage open source models.

I think a lot of the open source models we're seeing are catching up faster than they were previously.

I don't know that you need to be at the frontier if you're not coding.

I think, look, I think startups and teams go where the incentives are.

I think as we shift to a world in which this rebel alliance might actually have a fighting chance, we're going to see a lot of smart teams going more and more towards open.

I do think routing is interesting and important right now.

Again, as enterprises are trying to optimize their token spend, they want to make sure that the model they're using is the right model for the job, not only in terms of its capability and what it can get done, but its cost.

And so you're going to have companies that are singularly focused on this, companies like OpenRouter.

out of New York, which is doing some really interesting work.

And then you're also going to have companies that are leveraging other parts of the stack for their products that build their own routing layer as an opportunity to monetize.

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