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

And by the way, there have been times in the market, including recently, where being consensus driven has been extremely valuable and extremely lucrative as a fund.

But the way I like to work, the way I like to build, the way I like to bet is by being thesis driven.

And I recognize that being thesis driven can also be super risky, right?

If you bet on a thesis and you're wrong, you miss and you fail.

So I think that we are coming out of a time in the market where we have went through a massive infrastructure build out in AI.

We've had these new companies, these companies building these brand new technologies, which have required vast amounts of capital to build out the infrastructure.

And obviously, I'm talking about the labs.

I'm talking about OpenAI, Anthropic, XAI, SpaceX, et cetera.

And those required a lot of capital.

And they produced magical technology that has generated billions.

We're about to see trillions of dollars in value.

But now that infrastructure is built.

And it reminds me a lot of the early days of the internet, when we built out fiber and we built out broadband.

And then we had these new technologies to play with.

And the internet came along, and an application layer came along and took advantage of that new technology.

to me it feels like we are back in that mode right now where we've got this infrastructure and now it's time for the applications to be built and i think there's going to be so many applications so much software that you're not really going to be able to make a bet unless you know what you're looking for and i think that's what usv has always been great at knowing what they're looking for and placing the bet when they see it

I think there is still value to be created and accrued to the infrastructure layer.

We're not done.

The build-out's not done.

But I also think now that we've got enough new toys at the technology that we will see massive value creation in the application layer as well.

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