Michael 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.

@bgurley Agreed

Most important idea right now.

@dhof He’s back.

excited to share a new toy called bash. it’s a multiplayer coding agent with social built around it starting with invites and a waitlist, and we’ll open it up as quickly as possible bash.tv

@semil Yes. Full immersion.

@mignano imo the key insight here is to engage in some activity (like surfing) where you’re unable to let focus drift. why many folks in/around startups dabble w/ kite surfing, or flying planes, or fill in the blank - activities that demand full attention.

Building stuff with AI is fun. And people enjoy doing fun things with other people. So there’s no reason why coding shouldn’t be one of them. This is a great example of another new consumer experience that couldn’t exist without AI. Not to mention, from one of tbe great consumer builders, @dhof. Like gaming, this is a social experience built around a shared activity. But this time, it’s an agent that friends can prompt and influence together. We haven’t really seen that before. I’m excited to see what people build when AI becomes multiplayer.

@RRweb3 Yes

@mignano Social AI experiences sound like the future. Excited to see what comes next.

Problem officially solved. Thanks again to @elishaong @mikiovsh and the whole @DoorDash CS team.

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?

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!

@meta_x_ai @violetteclaire @DoorDash No idea

@violetteclaire @mignano @DoorDash Why wouldn't you be able to update a note? youtube.com/watch?v=y8Onox…

@01Core_Ben 🙏

I have had great success using social media to fix big company injustices. I am grateful to everyone who liked my posts and helped them get visibility. I’ve had issues where I spent 50+ hours trying to get in touch with someone to fix my issue and only social media worked. Henceforth I always like tweets like this, doing my part to make sure the giant corporations pay attention. I suggest everyone else do the same.

@riomensah Yes!

@mignano already seeing this. spoken so many enterprise execs who share a similar sentiment

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.

@ShaneMac @jaredhecht Yessir

@mignano @jaredhecht you guys wanna play some pickleball soon out there on that island?

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.

@ShaneMac @jaredhecht net joy ftw!

@jaredhecht i love this... when we were doing chatbots back in the day we used to track "thank you" as the core metric after the interaction, was so cool to see... But I love this Joy thinking. I've been feeling it lately using Convos with friends and the joy the agent is bringing our groups with both humor, fun and a lot of utility. it genuinely makes every group I'm in more fun, and more useful. And hopefully brings more joy. We have so much to do to get people to this point and nail it but i do see sparks of joy and i wanna figure out how to make more of it.

@DoorDash Hello?

@mignano Hi Michael, please check your DMs! We will look into this.

@tlwiese @DoorDash Truth!

@mignano @DoorDash I’m tired of people saying “making things right is not worth your time”. We need accountability in this world.

@RRweb3 Agreed

@mignano This is a brilliant way to preserve family history.

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

@mignano love the term, I'm right there with you about surfing as one (and same level of surfer!). William Finnegan's new yorker essay Playing Doc's Games nails the concept too. newyorker.com/magazine/1992/…

@philwinkle @DoorDash Yes. We will

@mignano @DoorDash have you thought about disputing the charge

@pgillian____ @DoorDash Doing my part 😂

@mignano @DoorDash i actually think we need more posts like this