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.

Trend

recordings per month · last 12 months

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

Appearances

newest first · ▶ plays the moment

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

Do you agree with that?

I do think that we're entering a world in which

context is increasingly valuable for the labs and also for the application layer, right?

And so I think we will see products and businesses increasingly try to push us further and further along the edge to an always-on world.

I mean, I can remember 10 years ago when I got an Alexa in my home and thinking to myself, wait a minute, this is always listening for the wake word?

And now we've, I think to your point, we've kind of moved past that where

you know, let's say you're in a meeting, you're having a meeting, you're in a conference room.

I think, you know, more often than not, I'm hearing somebody say, hey, I'm granoling this, right?

So I think we are moving more and more towards that world, for better or worse.

I think the best funds in the world at doing seed are really, really good about building their networks and meeting amazing people.

I think you've been doing a good job recently at empowering a new class of entrepreneurs here in Europe and in London with very, very, very early stage seed checks.

So I think you have to build a great network.

I also think to do seed well, you have to put your ideas out there into the world.

You have to show the market what you're looking for.

You have to be willing to take a stand and take a position and say,

I just put out a post yesterday about the Rebel Alliance and saying, hey, at USV, we're really interested in the Rebel Alliance, this new universe of open weight models and open source harnesses and distributed compute and agents, human aligned agents.

And I think when you put things out into the world, you're sending up a bat signal that's telling these early stage founders that maybe haven't gone out into the world yet with a product

oh, this is the VC or this is the person or this is the team I should be talking to.

So I think you need a great network.

I think you need to ship your ideas.

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