Vacation Insights
I just spent nearly two weeks in Israel and Jordan on a family vacation. We saw amazing sights and met fascinating people. More than with other travel, and maybe due to some recent reading, the trip crystallized three insights for [...] Read more
Blogging Break
I have been on a bit of a blogging break which is likely to go on for a few more weeks. The break has been the result of a confluence of several factors, starting with a lot of work. Historically, [...] Read more
Uncertainty Wednesday: Valuations and Inflation Risk
Today’s Uncertainty Wednesday is about the risk of inflation. I spend much of my time thinking about company valuations, both as we make new investments and also as we try to mark valuations in existing companies. Of course valuations for [...] Read more
A Brief Note on Email Introductions
I wrote a post a few years ago titled “Some Things I Have Learned About Email” which among other things advocates for double opt-in introductions. These have by now thankfully become fairly standard and when people don’t follow the protocol [...] Read more
USV 2019 Funds
We are pleased to announce that we have raised two new funds. The 2019 Core Fund has commitments of $200 million (up slightly from our last few core funds which were $175 million) and the 2019 Opportunity Fund is at [...] Read more
Current IPO Crop
It is the season of mega tech IPOs including the recent offerings by Pinterest and the upcoming one by Uber. A key question to be answered is how well will these companies perform in the public markets over time? So [...] Read more
Code Climate Velocity 2.0
About a year ago Code Climate announced its Velocity offering which provides engineering insights. Today they are taking the wraps off Version 2.0 for everyone. Existing customers have already had access to many of the new features. I am writing about this today [...] Read more
Uncertainty Wednesday: Pascal’s Wager and Impeachment
I have been enjoying writing about current events as part of Uncertainty Wednesdays, such as the Notre Dame fire and the Boeing crashes. Today’s edition is about impeachment following the Mueller report. One of the great early thinkers about uncertainty [...] Read more
World After Capital: Taking Responsibility (Intro)
NOTE: Today’s excerpt from my book World After Capital starts the fourth and final section. I am embarking on a significant rewrite of that section to make it more action oriented, so expect some rough reading ahead. Suppose that I [...] Read more
