Background Noise

Obliterate, Don’t Automate

On AI and the potential to transform markets

Jul 22 • Michael Mignano

1

Building With No Constraints

With AI, nothing has to ship.

Jul 21 • Michael Mignano

3

Startups Are Just Bands

There’s nothing more entrepreneurial than a couple of people creatively willing something into existence.

Jul 20 • Michael Mignano

3

1

One more card

I once met a founder of a new startup through someone I really trusted.

Jul 6 • Michael Mignano

5

May 2026

Who picks the model?

Not the developer.

May 20 • Michael Mignano

1

1

Who are your agents working for?

Convenience got us here. It might also get us out.

May 11 • Michael Mignano

2

1

It always comes back to network effects

Agents are going to raid all of your data.

May 9 • Michael Mignano

2

4

Information Automation

Spotify is giving picks and shovels to indie developers to expand their content library.

May 8 • Michael Mignano

2

Moats: Memory vs. Customization

Notes on memory, harnesses, and where lock-in really lives.

May 6 • Michael Mignano

5

1

April 2026

The Personal Back Office

Custom software for the rest of your life

Apr 22 • Michael Mignano

2

2

1

Union Square Ventures

I've joined USV as a General Partner.

Apr 14 • Michael Mignano

6

2

January 2026

What AI Knows

Passive context > active context

Jan 8 • Michael Mignano

5