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Every major shift in consumer tech has a moment when it suddenly becomes accessible to millions. Michael Mignano (Michael Mignano) helped spark one of those moments with Anchor, making podcast creation something anyone could do with a tap. Now at Lightspeed, he sees AI bringing a similar leap to... music, media, and everyday apps. In this conversation, Michael and Garry Tan trace the arc from the early days of social audio to today's consumer AI boom—and dig into what founders should focus on as the next generation of creative tools takes shape. 00:51 - Michael’s founder experience 06:43 - Consumer landscape and AI impact 08:26 - What makes consumer different from other spaces 10:00 - AI costs and distribution challenges 13:20 - Listening to the users, growth rules 16:40 - Ecosystem integration, distribution 19:52 - AI-generated content & social media 30:00 - Taste, craft, model energy 33:20 - Data opportunitiesshow more

Y Combinator

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134,588 次观看 • 8 个月前 •via X (Twitter)

音乐科学技术

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Where are all the consumer AI apps??? This is the question I posed to s-tier consumer investors scott belsky (Uber, Pinterest) and steve jang (Coinbase, Postmates). We're almost 3 years into the AI hype the we're still all mostly just talking about ChatGPT, Perplexity, and Claude. We explore the answer through the ways in which the entire consumer stack (input, memory, personalization, browsers, hardware) are being re-written by AI and how that may give birth to the consumer opportunity we've all been waiting for. Chapters: 00:00 Welcome and Introductions 00:43 The Current State of AI Products 02:48 Surprises and Challenges with LLMs 05:24 Future of Consumer AI and Personal AI 15:49 Memory and Personalization in AI 21:52 Potential Risks and Business Models 24:22 The Battle for User Data in AI 25:11 Optimism in AI Model Inference 27:00 The Role of Open Source Models 28:13 The Future of AI Hardware 28:54 Challenges and Opportunities in AI Hardware Startups 30:29 The Evolution of Consumer Hardware 38:36 The Reinvention of Browsers 46:23 The Potential of AI-Enhanced Browsers 47:54 Conclusion and Final Thoughts Many thanks to my good friends for joining me in this discussion 🙏

Where are all the consumer AI apps??? This is the question I posed to s-tier consumer investors scott belsky (Uber, Pinterest) and steve jang (Coinbase, Postmates). We're almost 3 years into the AI hype the we're still all mostly just talking about ChatGPT, Perplexity, and Claude. We explore the answer through the ways in which the entire consumer stack (input, memory, personalization, browsers, hardware) are being re-written by AI and how that may give birth to the consumer opportunity we've all been waiting for. Chapters: 00:00 Welcome and Introductions 00:43 The Current State of AI Products 02:48 Surprises and Challenges with LLMs 05:24 Future of Consumer AI and Personal AI 15:49 Memory and Personalization in AI 21:52 Potential Risks and Business Models 24:22 The Battle for User Data in AI 25:11 Optimism in AI Model Inference 27:00 The Role of Open Source Models 28:13 The Future of AI Hardware 28:54 Challenges and Opportunities in AI Hardware Startups 30:29 The Evolution of Consumer Hardware 38:36 The Reinvention of Browsers 46:23 The Potential of AI-Enhanced Browsers 47:54 Conclusion and Final Thoughts Many thanks to my good friends for joining me in this discussion 🙏

Michael Mignano

25,155 次观看 • 1 年前

AI has ignited a consumer renaissance. My friend Kevin Rose is a legend in consumer tech. He founded a number of early internet startups, including Digg, where he invented an early predecessor to the now ubiquitous like button. He’s now a partner at True Ventures and recently relaunched Digg. We had a wide-ranging conversation on all things consumer tech, including why I think AI code will be an entire industry, why Kevin looks for “weird and working” products, Kevin’s dinners with Mark Zuckerberg, and how AI products will affect the human experience. 00:00 Intro 02:10 How we met 07:50 AI’s Renaissance for Consumer Products 11:48 Companionship apps and the future of human connection 14:01 The optimistic and pessimistic views on AI relationships 19:18 Poke and emotional primitives 21:05 Weird and working: how to spot great founders 30:05 AI companions and AI in relationships 40:08 The modern AI dev stack and building apps solo 47:25 AI music, creativity, and the next cultural wave 53:50 Curiosity, risk, and finding the next big thing 01:15:00 Always-on recording and social norms in tech

AI has ignited a consumer renaissance. My friend Kevin Rose is a legend in consumer tech. He founded a number of early internet startups, including Digg, where he invented an early predecessor to the now ubiquitous like button. He’s now a partner at True Ventures and recently relaunched Digg. We had a wide-ranging conversation on all things consumer tech, including why I think AI code will be an entire industry, why Kevin looks for “weird and working” products, Kevin’s dinners with Mark Zuckerberg, and how AI products will affect the human experience. 00:00 Intro 02:10 How we met 07:50 AI’s Renaissance for Consumer Products 11:48 Companionship apps and the future of human connection 14:01 The optimistic and pessimistic views on AI relationships 19:18 Poke and emotional primitives 21:05 Weird and working: how to spot great founders 30:05 AI companions and AI in relationships 40:08 The modern AI dev stack and building apps solo 47:25 AI music, creativity, and the next cultural wave 53:50 Curiosity, risk, and finding the next big thing 01:15:00 Always-on recording and social norms in tech

Anish Acharya

38,002 次观看 • 9 个月前

What our consumer team expects in 2026 for AI: - Enterprise usage drives consumer usage - More app generation - More multimodality: Anything-in, anything-out - Better models enable startups to fill niches with opinionated products a16z's Anish Acharya, Bryan Kim, Olivia Moore, and Justine Moore sat down for a conversation on the state of consumer AI, including what we saw in 2025 and what's coming in 2026. They cover the “winner-take-most” trend for general-purpose LLMs, the role of brand in distribution, great products that flew under the radar in 2025, and more. 00:00 Introduction & market overview 00:35 Who won consumer AI in 2025? 02:24 Image and video model innovations 09:11 Underhyped products and productivity apps 10:21 Prosumer tools and power user workflows 12:56 Distribution and brand 14:04 Product nuances: Onboarding and engagement 16:09 Social features 26:54 Looking to 2026: Enterprise, apps, and multimodality 32:02 Startup opportunities and app generation 36:27 Favorite products and recommendations 42:19 Building consumer products in 2026 Anish Acharya Bryan Kim Olivia Moore Justine Moore

a16z

66,374 次观看 • 7 个月前

BREAKING: Lightspeed’s Bets on xAI, Neuralink, Suno, Pika, Granola, Macroscope Michael Mignano (Michael Mignano), Lightspeed We cover: - Why Lightspeed invested in 'competing' LLMs (xAI, Anthropic, Mistral, Stability AI) - Current ~$7B investment strategy - Lessons from Spotify’s Daniel Ek - "The End of the Creator" re: Sora - Founding Oboe w/ Anchor Co-Founder Nir Zicherman (Nir Zicherman) - Thoughts on 2026’s potential IPO candidates. Michael Mignano (Michael Mignano), Partner at ~$30B megafund Lightspeed, & Co-Founder of Anchor, a podcast creation, hosting, & monetization platform acquired by Spotify in 2019 Highlights: (00:00) Michael Mignano (01:06) Anchor’s pivot & podcasting’s breakout moment (02:32) Spotify’s Talk: podcasts, video, & live audio (02:55) Why synchronous (live) formats fail online (03:27) Joining Lightspeed & portfolio overview (03:47) Investment thesis: creativity, product taste, founders (05:24) How xAI & Neuralink fit Lightspeed’s strategy (06:56) Is OpenAI “Sherlocking” ? (08:37) Granola & retention as the real AI moat (09:52) Why ARR can be FAKE in AI startups (11:20) Seed vs Series A check sizes & AI valuation premiums (19:34) Sora, avatars, recommendation media, & creator economics (33:37) Oboe: AI education & human intelligence (40:01) Lessons from Daniel Ek (Daniel Ek) & Spotify’s long-term strategy (42:55) IPO predictions

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107,084 次观看 • 7 个月前

In 2026, I believe we'll see a Consumer AI Renaissance. Consumer spending is the lifeblood of the US economy – representing more than 65% of US GDP. AI is already rapidly transforming how we spend both our money and time. In just the past 3 years, ChatGPT has become the fastest growing consumer product in history – reaching billions of users with engagement levels similar to social media apps like WhatsApp and Instagram. And with recent advancement in AI capabilities, I predict we’ll see a new wave of breakout consumer AI applications. We’ve seen major advances in three key areas: 1. Real-time voice AI - which allows users to engage with AI products in a natural, hands-free way 2. Advanced reasoning models - which improves the complexity of questions AI products can answer 3. Embedded Memory - which allows AI products to remember context between conversations, enabling more personalized responses With these new capabilities, we can now build AI products that are 10x better than before. I’m especially excited about products that use AI to make previously expensive services cheaper and more accessible, sometimes using human-in-the-loop to start. This includes things like AI travel agents, personal assistants, matchmakers, therapists, tutors, and more. We’ve already seen a number of early-stage teams working on these at a16z a16z speedrun 🧊 – and we’re excited to meet more. If you’re building the next generation of consumer AI, we’d love to hear from you! h/t to Theresa Horne Avenir whose excellent research helped inspire some of these insights.

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Kenan Saleh

15,892 次观看 • 8 个月前

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280,175 次观看 • 1 年前

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ashe

61,597 次观看 • 4 个月前

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Nakul Mandan

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Y Combinator

337,015 次观看 • 1 年前

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SOON - Solana Optimistic Network (Mainnet Arc)

70,794 次观看 • 9 个月前

My conversation with OpenAI co-founder Greg Brockman This is the most detailed first-person account of the 72 hours after Sam Altman was fired. We also go deep on what comes next: the global race to AGI, why ChatGPT stopped showing reasoning, how much of OpenAI's own code is now written by AI ("it's hard to know what percent is not"), and the untold story of how OpenAI actually started in 2015. 00:00:00 Introduction 00:00:49 Meeting Sam Altman and Starting OpenAI 00:02:40 Building the Founding Team 00:04:25 DeepMind's Lead Over OpenAI 00:04:54 Changing OpenAI to a For-Profit Model 00:06:05 Breakthrough Moments at OpenAI 00:08:22 What Dota 2 Meant for OpenAI 00:10:04 Reasoning Versus Prediction 00:11:59 Tensions Grow at OpenAI 00:15:44 Sam Altman's Firing 00:17:49 Greg Quits OpenAI 00:19:56 Sam Explores Deal with Microsoft's Satya 00:20:28 Petition for Altman's Return 00:23:43 Ilya Sutskever Leaves OpenAI 00:24:59 Lessons Learned after Sam Ousting 00:28:22 The Thing Ilya Said that Greg Can't Forget 00:32:22 Is AI Going Parabolic? 00:33:24 How Much of OpenAI's Code is Written by AI? 00:36:21 Do AI Chatbots Tell Us What We Want to Hear? 00:38:06 The Global AI Race to Reach AGI 00:38:40 What Happens if US Doesn't Reach AGI First? 00:39:49 Are Countries Stealing AI Advancements? 00:40:38 Why ChatGPT No Longer Shows Reasoning 00:41:47 The Finite Constraints of Compute 00:43:38 On Investing Early in Data Centers 00:46:31 The Future of Data Center Specialization 00:47:52 How to Decide Whose Queries to Serve 00:49:08 OpenAI on Consumer vs Enterprise Models 00:53:05 Data Centers in Space? 01:00:56 What Should AI Regulation Look Like? 01:04:33 The Future of AI-Powered Entrepreneurship 01:04:44 AI and Job Loss 01:07:15 The Skills Young People Should Invest In 01:11:30 What Does Success Look Like For You? Full episode on X below. Also find it on: • YouTube: • Spotify: • Apple:

My conversation with OpenAI co-founder Greg Brockman This is the most detailed first-person account of the 72 hours after Sam Altman was fired. We also go deep on what comes next: the global race to AGI, why ChatGPT stopped showing reasoning, how much of OpenAI's own code is now written by AI ("it's hard to know what percent is not"), and the untold story of how OpenAI actually started in 2015. 00:00:00 Introduction 00:00:49 Meeting Sam Altman and Starting OpenAI 00:02:40 Building the Founding Team 00:04:25 DeepMind's Lead Over OpenAI 00:04:54 Changing OpenAI to a For-Profit Model 00:06:05 Breakthrough Moments at OpenAI 00:08:22 What Dota 2 Meant for OpenAI 00:10:04 Reasoning Versus Prediction 00:11:59 Tensions Grow at OpenAI 00:15:44 Sam Altman's Firing 00:17:49 Greg Quits OpenAI 00:19:56 Sam Explores Deal with Microsoft's Satya 00:20:28 Petition for Altman's Return 00:23:43 Ilya Sutskever Leaves OpenAI 00:24:59 Lessons Learned after Sam Ousting 00:28:22 The Thing Ilya Said that Greg Can't Forget 00:32:22 Is AI Going Parabolic? 00:33:24 How Much of OpenAI's Code is Written by AI? 00:36:21 Do AI Chatbots Tell Us What We Want to Hear? 00:38:06 The Global AI Race to Reach AGI 00:38:40 What Happens if US Doesn't Reach AGI First? 00:39:49 Are Countries Stealing AI Advancements? 00:40:38 Why ChatGPT No Longer Shows Reasoning 00:41:47 The Finite Constraints of Compute 00:43:38 On Investing Early in Data Centers 00:46:31 The Future of Data Center Specialization 00:47:52 How to Decide Whose Queries to Serve 00:49:08 OpenAI on Consumer vs Enterprise Models 00:53:05 Data Centers in Space? 01:00:56 What Should AI Regulation Look Like? 01:04:33 The Future of AI-Powered Entrepreneurship 01:04:44 AI and Job Loss 01:07:15 The Skills Young People Should Invest In 01:11:30 What Does Success Look Like For You? Full episode on X below. Also find it on: • YouTube: • Spotify: • Apple:

Shane Parrish

450,952 次观看 • 3 个月前

Perplexity co-founder and CEO Aravind Srinivas (Aravind Srinivas) on the race to build the AI browser of the future. At AI Startup School in San Francisco. 00:48 - Perplexity's Current Status and Challenges 01:16 - Future Plans: The Browser Bet 03:18 - Competition and Market Dynamics 04:43 - The Importance of Speed and Innovation 05:51 - Founding Perplexity: The Early Days 09:18 - Product Evolution and User Experience 19:44 - Running the Company and Future Outlook 20:15 - AI Tools in Software Engineering 20:31 - Adoption and Implementation of AI Coding Tools 21:11 - Challenges and Benefits of AI in Development 22:35 - Brand Value and Competition 23:56 - Network Effects and Integrations 27:40 - Business Model and Revenue Streams 29:54 - Advice for Founders 31:33 - Audience Q&A

Y Combinator

236,501 次观看 • 1 年前

Semil Shah (Semil) is one of the greatest seed investors ever, with early bets on Figma, DoorDash, and Instacart. He's also the next guest on Lightspeed's Out of Office, Episode 2. A few weeks ago, he and I hosted a talk on seed investing, prediction markets, startup launch videos, and AI with a bunch of our friends and co-investors at the famed NYC music venue, Joe's Pub. We also filmed our pre-game walk and talk before we got to the venue. Full video here. If you enjoy it, please subscribe below. Chapters: 0:00 – Launch videos and why everything looks the same 1:30 – New podcast formats 2:30 – The launch video arms race 6:30 – Generative media & the true cost collapse of video 10:59 – Is any app category safe from OpenAI? 13:10 – Sam Altman & execution 18:00 – How consumers actually use AI 20:01 – What Sora means for social media 24:09 – Seed investors and the “AI wave” 29:24 – Live at Joe’s Pub: Scott Rogowsky intro 30:39 – Sports and the betting market 35:40 – Polymarket and prediction markets 43:30 – Why seed is under attack 47:20 – People vs. markets 52:20 – AI and category risk 59:00 – Signs of an AI bubble 1:06:03 – The AI roll-up craze 1:11:08 – Audience Q&A

Semil Shah (Semil) is one of the greatest seed investors ever, with early bets on Figma, DoorDash, and Instacart. He's also the next guest on Lightspeed's Out of Office, Episode 2. A few weeks ago, he and I hosted a talk on seed investing, prediction markets, startup launch videos, and AI with a bunch of our friends and co-investors at the famed NYC music venue, Joe's Pub. We also filmed our pre-game walk and talk before we got to the venue. Full video here. If you enjoy it, please subscribe below. Chapters: 0:00 – Launch videos and why everything looks the same 1:30 – New podcast formats 2:30 – The launch video arms race 6:30 – Generative media & the true cost collapse of video 10:59 – Is any app category safe from OpenAI? 13:10 – Sam Altman & execution 18:00 – How consumers actually use AI 20:01 – What Sora means for social media 24:09 – Seed investors and the “AI wave” 29:24 – Live at Joe’s Pub: Scott Rogowsky intro 30:39 – Sports and the betting market 35:40 – Polymarket and prediction markets 43:30 – Why seed is under attack 47:20 – People vs. markets 52:20 – AI and category risk 59:00 – Signs of an AI bubble 1:06:03 – The AI roll-up craze 1:11:08 – Audience Q&A

Michael Mignano

28,448 次观看 • 8 个月前