Mike Mignano founded Anchor, a podcast creation platform acquired by Spotify in 2019. He joined Lightspeed as a partner investing in consumer and AI companies including Neuralink, xAI, Suno, Granola, and Doctronic. He recently co-founded Obo Labs, an AI-powered personalized learning platform at obo.fyi.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
Suno is not just a music tool but a new platform for creative entertainment where users make music purely for joy, similar to Midjourney or Claude Code, with generational platform potential like YouTube or TikTok.
Anthropic's exponential revenue growth depends on developer token spend as percentage of salaries; at 3.8% currently (Salesforce), moving to 20% would mean gross undervaluation, 100% would be massive upside, but migration to open models poses risk.
USV backs companies that obliterate existing markets rather than automate workflows; Doctronic puts an AI doctor in everyone's pocket, reinventing healthcare delivery instead of making medical practices more efficient.