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Michael Mignano
USV
@mignano
General Partner @USV. Co-Founder Anchor (acquired by Spotify) and @OboeLabs. Early investor in @meetgranola, @suno, @xai, others.
migna.no
Joined July 2008
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    Michael Mignano
    USV
    @mignano
    Jun 15
    For the first time in ~3 years, it feels like the AI table has been flipped over. Yes, the labs and hyperscalers will have the highest chance of resetting it before everyone else, given their vast capital, frontier model, and compute advantages. But there is now a window for a
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    Michael Mignano
    USV
    @mignano
    Aug 6
    My belief if you need to package an agent in a discrete product and brand, specifically designed for a core use case (which can expand to other use cases over time, just like traditional software businesses). I think horizontal agents are too open ended for average consumers.
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    Josh Miller
    The Browser Company
    @joshm
    Aug 4
    Hot take… isn’t it kinda crazy that nobody is really using AI Agents? I don’t mean software engineers or AI early adopters. I mean “college friends talking about it in group chat,” the feeling you got when everyone started using Instagram or TikTok. These frontier AI models
  • user avatar
    Michael Mignano
    USV
    @mignano
    Aug 5
    Using AI is addictive because of the same reason social media is addictive: the variable reward system. With social media, you post, and then you might get engagement. You come back to check if you did. When you do, your brain is rewarded. You do this over and over and your
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    Michael Mignano
    USV
    @mignano
    Aug 4
    There is so much untapped opportunity in building multi-player experiences on top of agents. Agents are already so much fun in single player mode. But interacting with an agent that has superhuman capabilities with your friends is a whole new type of experience. This will be