3.5 billion people in the world do not have access to reliable electricity, and over $1T in renewable energy investments are needed in emerging markets in the next decade.   Achieving this coverage can only happen if we can greenlight [...]  Read more

Being in Motion

I find myself today flying across the Upper Peninsula of Michigan, en route to Denver for ETH Denver followed by LA for the Upfront Summit .  I often end up writing blog posts on planes — partially because of the [...]  Read more


One of the pillars of the USV investment thesis is “trusted brands”, and a core component of brand trust is structural alignment. Structural alignment means that from a fundamental business model perspective, the company’s economics and incentives are aligned with [...]  Read more