Michael Mignano

General Partner @USV. Co-Founder Anchor (acquired by Spotify) and @OboeLabs. Early investor in @meetgranola, @suno, @xai, others.

[Michael Mignano @mignano]

For the first time in ~3 years, it feels like the AI table has been flipped over. Yes, the labs and hyperscalers will have the highest chance of resetting it before everyone else, given their vast capital, frontier model, and compute advantages.

But there is now a window for a new ecosystem to emerge. A "rebel alliance," which is what we're calling it at @USV.

We are excited by open weight models, distributed compute, human-aligned agents, routing, open source harnesses, the orchestration layer, and a lot more.

Basically, anything that gives people and enterprises powerful intelligence while maintaining tight incentive alignment, we're into it.

[Michael Mignano @mignano]

Update here: @mikiovsh connected me to @elishaong who escalated to all the right people. Many thanks to them and the CS team. A refund is in progress, and I’ll update the thread here once it lands. And thanks to those who helped me get the word out!

[Michael Mignano @mignano]

I hate to be that guy who uses X as a place to complain about a bad customer experience, but this is insane, so here goes:

My wife purchased a @DoorDash gift card for a generous amount. After purchasing, she realized she made a mistake on the gift note section, so she called DD to see if they could update the note.

The representative put her on hold.

A minute later, the representative returned and told her that they were unable to fix the note, so instead, they just canceled the order completely.

But my wife didn't ask them to cancel the order.

My wife was surprised by this, but figured she'd just order it again with the correct note.

However, the representative informed my wife that they could not refund her the money. And that if she wanted a refund, to file a dispute with her credit card company.

What?

So DoorDash cancels the order, even though my wife didn't ask to have the order canceled, and KEEPS the money.

She's been on the phone with DoorDash representatives 3x in the few days since this happened, and they won't budge.

I understand this is probably some loophole in their TOS, but this seems genuinely criminal. They're just straight up stealing the money.

And yes, I know the time we have invested in fixing this is probably not worth the money, but this is truly nuts.

It almost seems like it may be a strategy of theirs...? To simply not refund orders and just push the responsibility to the credit card companies? Insane.

Has anyone else experienced this? @DoorDash_Help what are you doing here?

[Michael Mignano @mignano]

@meta_x_ai @violetteclaire @DoorDash No idea

[Michael Mignano @mignano]

@01Core_Ben 🙏

[Michael Mignano @mignano]

@riomensah Yes!

[Michael Mignano @mignano]

Satya recognizes the need for a Rebel Alliance. I expect we’re going to see more and more large enterprises prioritize control and run their own custom agent setups rather than blindly going all in on lab verticalization.

[Satya Nadella @satyanadella]

https://t.co/xv6csf1SbV

[Michael Mignano @mignano]

@ShaneMac @jaredhecht Yessir

[Michael Mignano @mignano]

When we talk about new consumer products that couldn’t exist without AI, this is what we mean. Before AI, it was simply not feasible from a cost or time perspective for most people to have their lives written about.

But AI doesn’t care about how much demand there will be for your parents’ book. And it’s now cheap enough that you can fund it yourself.

Hence Biographer. Jared and his team are building a new product experience that makes it fun for people to talk about their lives, and walk away with artifacts they can enjoy forever.

And that gets to something else we look for in consumer products: net joy delivered. There are so many ways to make consumer products addictive. But addiction does not equal joy, and usually it equals the opposite of joy.

But if Biographer works, it’s hard to not imagine a truly positive impact on the lives of people who use it. There are few other products that accomplish this (per my post from a few weeks ago, Spotify and YouTube are other good examples).

I’m excited for Biographer. Most of all I’m excited by what it will help my family create.

[Jared Hecht @jaredhecht]

https://t.co/ic9Hb3Eot6

[Michael Mignano @mignano]

@ShaneMac @jaredhecht net joy ftw!

[Michael Mignano @mignano]

@DoorDash Hello?

[Michael Mignano @mignano]

@tlwiese @DoorDash Truth!

[Michael Mignano @mignano]

@RRweb3 Agreed

[Michael Mignano @mignano]

@tdevane Thanks for sharing. Have you read Barbarian Days?

[Michael Mignano @mignano]

https://t.co/DXAb0yPmNR

[Michael Mignano @mignano]

@philwinkle @DoorDash Yes. We will

[Michael Mignano @mignano]

@pgillian____ @DoorDash Doing my part 😂

[Michael Mignano @mignano]

@nassarhayat @DoorDash I like that

[Michael Mignano @mignano]

@Glimmary ?

[Michael Mignano @mignano]

@EllenYChang @dmgerbino @DoorDash And they kept the money

[Michael Mignano @mignano]

@besartcopa @DoorDash Have you had a bad experience?

[Michael Mignano @mignano]

@WritingsOfBGF @DoorDash That’s what I thought too…

Crazy

[Michael Mignano @mignano]

@greek_gifts_ @DoorDash Good to know. Thank you.