The Ledger, every show
Every statement that passed quotation and attribution checks, across all 44 shows. Pick shows below, then mix any filter with any other.
shows 
every show 44 of 44
Mignano: AI-generated feeds will eventually diminish human creator value
“I think where we're inevitably headed is now when you're swiping TikTok or Reels or Sora, We're eventually gonna end up in a place where most of that content is generated on the fly specifically to target you and to capture your attention as long as possible. …”
Mignano: Audio-only podcasters have no future as algorithms favor video
“I don't think so, because again, we're talking about Spotify and YouTube being the predominant platforms right now, and we know that those algos, they need the video. They crave the video.”
Mignano: Many explosive AI startups suffer from very high customer churn
“With a lot of these explosive high ARR companies that we've seen over the past couple of years with AI, it's not really a secret. You guys have probably heard of this as well. Many of them are very, very churning, right? They churn very quickly.”
Mignano: Granola has the highest user retention he has ever seen
“And we find that when somebody uses the product, it's incredibly sticky, right? Like the retention is insane. I've never seen retention like this before for a product, because each time you use it just becomes more and more valuable for you.”
Mignano suggests Polymarket could be an upcoming IPO candidate
“Polymarket. I know a competitor, but also raised a very big round, partnered with New York Stock Exchange, ICE. Maybe they'll go public.”
Mignano: Josh Moore built AI app Wave to $5M ARR solo
“Josh Moore on my podcast. He started this app called Wave. Have you guys seen this app, Wave? It's kind of like Ranola. It's like a note-taking thing with AI. It's doing like five million ARR. He built it by himself, just like he had never coded before in his …”
Mignano: Suno has a large subscriber base and shockingly high revenue
“They have a ton of subscribers and a shockingly high amount of revenue that I will let them reveal on your podcast.”
Mignano: Sam Altman hinted at compensating creators for name and likeness
“Sam actually even hinted to this in his blog post, sort of hinted that there's going to be a new model where they're compensating creators for their likeness, their name and likeness.”
Mignano names Discord as a prime candidate for an IPO
“Discord, I feel like has been baking for a really long time. Large successful platform. That seems like a good candidate.”
Mignano: Spotify's next step is adding non-podcast video content
“You have to imagine the next step is you start to see other types of video content on the platform. And even if they can start chipping away a few market share percentage points here and there, YouTube's catalog, that's a big deal for Spotify.”
Mignano: Anchor was originally founded as a social audio platform
“The original vision for anchor actually was not to be a podcast platform. It was very, very idealistic. We want it to be a social media platform, audio, social media. Like think clubhouse, but a couple of years earlier.”
Mignano: Anchor found instant PMF by letting users publish to Apple and Spotify
“What we were hearing from all of our users is, hey, we just want to use these tools to publish podcasts to Apple and Spotify. And when we did that, it was just like instant PMF from that moment.”