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martin mignot

T3 · host / generalist

Long-term partner at Index Ventures, a global multi-stage venture firm. Led investments in Revolut, Deliveroo, Anthropic, Scale AI, and other category leaders. Based in New York.

5 calls·5 names·100% bull·last heard 3 months ago·Scaling Europe
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$ANTHROPICAnthropicposition

Index backs Anthropic on portfolio adoption and talent density

Index invested after seeing rapid portfolio-wide adoption of Claude Code by seed founders, early enterprise traction, and exceptional talent retention with an 8:1 researcher inflow ratio signaling a unique culture moat.

Scaling Europe2026-05→
2ndhigh conviction
$SCALE-AIScale AIposition

Scale AI called only major AI exit, Index second largest shareholder

Scale AI represents the sole significant AI outcome to date, and Index's position as second-largest shareholder validates their early conviction in the data infrastructure layer.

Scaling Europe2026-05→
3rdmedium conviction
$REVOLUTRevolutposition

Mignot sees value in adding to Revolut at near $100B valuation

Despite Revolut's massive private valuation, Mignot believes there's still upside to add to their position given the company's platform scale potential and Nick's generational founder traits.

Scaling Europe2026-05→

most discussed · click a bar to filter

recurring themes

5 total
$REVOLUT
Revolut
MEDmartin mignot·Scaling Europe·3 months ago· position
Mignot sees value in adding to Revolut at near $100B valuation
Despite Revolut's massive private valuation, Mignot believes there's still upside to add to their position given the company's platform scale potential and Nick's generational founder traits.
"you talked about buying more of Revolut at some point potentially right? That's still a huge company. You know, you'd be putting in a lot of money to meaningfully get more shares…"
46:52
$FIREBLOCKS
Fireblocks
MEDmartin mignot·Scaling Europe·3 months ago· position
Index highlights Fireblocks as standout infrastructure investment
Fireblocks is identified as one of the most interesting infrastructure players in Index's portfolio, reflecting conviction in institutional crypto infrastructure.
"we've got investments in the infra layer. So we're investors in Fireblocks, in you know, which is you know, one of the most interesting infra player"
23:10
$LIVEKIT
LiveKit
LOWmartin mignot·Scaling Europe·3 months ago· position
Index flags LiveKit as notable infrastructure holding
LiveKit is noted as another compelling infrastructure investment in the real-time communications layer.
"in LifeKit, which is also a very interesting infra player"
23:18
$ANTHROPIC
Anthropic
HIGHmartin mignot·Scaling Europe·3 months ago· position
Index backs Anthropic on portfolio adoption and talent density
Index invested after seeing rapid portfolio-wide adoption of Claude Code by seed founders, early enterprise traction, and exceptional talent retention with an 8:1 researcher inflow ratio signaling a unique culture moat.
"the first signal was just seeing the adoption uh you know inside the portfolio... we start hearing oh everyone moved to this Claude code thing and it's incredible and you know we'…"
9:58
$SCALE-AI
Scale AI
HIGHmartin mignot·Scaling Europe·3 months ago· position
Scale AI called only major AI exit, Index second largest shareholder
Scale AI represents the sole significant AI outcome to date, and Index's position as second-largest shareholder validates their early conviction in the data infrastructure layer.
"And so so far that's been the only big outcome in in AI future far. Um so we were, you know, second largest shareholder there."
23:01