Lightspeed partner Mike Mignano and Garry Tan discuss the evolution of social platforms from social graphs and recommendation media to fully AI-generated feeds.
“Sora, to me, feels like this third, the start of this third phase where Eventually they don't really need creators to make content, right? Yes, today people are prompting, but you could very easily imagine a world in which you're just coming into the feed, and the content is just being created immediately, dynamically, on behalf of you.”
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More from Mike Mignano
Opinion
Mignano: Sora proves AI labs can build net-new consumer apps that threaten startups
“Sora is kind of proof that, no, these labs, like, they have the taste and capability and the horsepower and the execution to build and ship net new products that also might run you over.”
Mike MignanoNov 28, 2025▶ 31:52The Best Consumer Startup Ideas Were Impossible Until Now · Y Combinator
Disclosure
Mignano: Lightspeed got lucky timing Suno investment and may have overpaid
“You know, with Suno, I feel like we kind of got lucky that we met the team at a certain time and, ah, were able to invest like kind of just as it was inflecting, and Yeah, sometimes you just get lucky and maybe overpay just to be able to do it.”
Mike MignanoNov 28, 2025▶ 8:41The Best Consumer Startup Ideas Were Impossible Until Now · Y Combinator
Opinion
Mignano: AI Makes Web Browsers an Investable Category
“No, actually AI Creates like a really interesting opportunity for the browser to be an investable service.”
Mike MignanoNov 28, 2025▶ 12:49The Best Consumer Startup Ideas Were Impossible Until Now · Y Combinator
Insight
Mignano: AI Models Will Become New Distribution Engines for Creator Likenesses
“Maybe the model is the distribution then, like we're saying, and maybe similarly how for TikTok,
It became about, obviously, the videos, and we can create a video, but you could also, like, you could let creators pull from the song catalog.
You know, Instagram…”
Mike MignanoNov 28, 2025▶ 24:11The Best Consumer Startup Ideas Were Impossible Until Now · Y Combinator
AssertionNot checkable as stated
Mignano: Nobody has built a real AI tutor product yet
“And obviously a lot of people have been talking about this for a while. AI is going to be a great tutor. It's going to be great at teaching you things. But nobody's really gone in and built the product for that yet.”
Mike MignanoNov 28, 2025▶ 36:36The Best Consumer Startup Ideas Were Impossible Until Now · Y Combinator
Insight
Mignano: Tech never democratized music creation until generative AI
“If you look back at the history of all the products that have done this in one form or another over the past 25 years, nobody's done it for music. The reason, you know, we believe is that Technology up until AI did not make music creation easier, right? The ca…”
Mike MignanoNov 28, 2025▶ 5:12The Best Consumer Startup Ideas Were Impossible Until Now · Y Combinator
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