Mike Mignano

Mentioned in 1 episode

"What I see in Anthropic is an extremely mission-driven company. And I believe that mission-driven companies can be very, very successful. Anthropic, love them or hate them, there's no doubt they've been extremely successful. At the time of us recording this, they're the most valuable privately held company in the world."

Mentioned in 1 episode

"We saw this play out with Slack. By the way, Slack is still around. It's still a massively valuable product. But yes, 27 billion."

Mentioned in 1 episode

"Claude Code and Claude Cowork are having this loop, this flywheel of product and model engagement. It's actually not too dissimilar to what we see with Claude Code or Midjourney — you have no greater aspiration for this content, you're just having a lot of fun."

Mentioned in 1 episode

"Spotify went up against a behemoth. It's a classic David and Goliath story and they could have been killed 50 different ways along the way, but they specialized and did the hard thing early and often and now they're obviously the winner."

Mentioned in 1 episode

"Notion, a very well-funded startup, launched a directly competitive product to Granola. And Notion have found it incredibly hard to break into traditional enterprise."

Mentioned in 1 episode

"It's actually not too dissimilar to what we see with Claude Code or Midjourney — you have no greater aspiration for this content, you're just having a lot of fun."

Mentioned in 1 episode

"I really regret not ever having had the opportunity to invest in Substack. I really believe in Substack. We're moving more and more towards a world of self-publishing and people controlling their own destiny in terms of media and what they create, what they publish and how they monetize it. I think no company maybe other than X has done a better job of that than Substack. I love the founders, I love the purpose behind the company, I love the product and the platform."

Mentioned in 1 episode

"I'm a big fan of what Matt Hartman is doing with Factorial. Matt has innovated on a completely new model of venture where he arms angel investors — these are not scouts, these are angel investors — with additional funds on top of their own capital. The brilliant thing about that model is now he's got all these great angel investors part of the Factorial network."

Mentioned in 1 episode

"You're going to have companies that are singularly focused on this. Companies like Open Router out of New York, which is doing some really interesting work."

Mentioned in 1 episode

"Bryn was the founder and CEO of Mirror, the mirror workout device, which she sold to Lululemon. She took that domain expertise and said I know how to build a tabletop gaming console now with the same hardware and the same supply chains."

Mentioned in 1 episode

"USV led the seed in Doctronic a couple of years ago. The idea was AI putting a doctor in literally everyone's pocket. We can put doctors in everyone's pocket and totally reinvent the model with AI. That's what we're talking about when we say obliterate, don't automate."

Mentioned in 1 episode

"Bryn Putnam, CEO of Board. Tabletop gaming console. Just announced the Series A a few weeks ago from USV. When I met Bryn, I was blown away — force of nature founder, such clear vision, such deep domain expertise. I walked out of that meeting and thought to myself, I have to invest in this company."

Mentioned in 1 episode

"USV a few years ago invested in a great company called Radiant which is building small nuclear reactors that literally come off of a factory line and it's going to be one of the first companies in the world to test in the dome in the United States for nuclear energy."

Mentioned in 1 episode

"My favorite seed fund has got to be Haystack. I'm just a huge fan of Semil, Divia and the work they do. It's an incredible fund. Obviously they've produced some generational outcomes."