After Hours: In Search of Native Business Models
AI can now not only help with the work but increasingly do the job entirely across many service industries. We have been in a time of technology enablement and copilots. In healthcare, dozens of large and thriving tech-enabled platforms like [...] Read more
In Favor of Forgetting
A few months ago, I asked ChatGPT to “remember” that my 7-year-old son, Max, is a sports fanatic. We were stuck in traffic on a long drive, and my best bet to delay the inevitable iPad handover was to get [...] Read more
Tools vs Truth
As the application layer of AI takes off, the big question is bubbling of what happens to our aggregated data that becomes our personal source of truth. Who owns it? Who controls it? How is it accessed, stored, and protected? [...] Read more
2024 USV Core Fund
We recently started investing out of our newest USV Core Fund. As with each of our previous funds, while it is a new vehicle, our approach will stay the same: small fund, thesis driven, high conviction, and low velocity. We’ll [...] Read more
Four Futures
We are in a moment where the future is both wildly exciting and highly uncertain. The acceleration of AI has created a new paradigm of possibilities but also fundamental questions we can’t yet answer. Will we continue speeding towards exponentially [...] Read more
Sling
The most exciting web3 opportunities center around applications that will onboard many millions, and eventually billions, of users to crypto by offering a combination of true utility and an easy to use, best in class consumer product. These products have [...] Read more
Collision Course
We are in the middle of two significant technological shifts happening simultaneously and also intertwined. AI and web3 may have different starting points and timelines but they are both fundamental advances in how computers can transform what we are able [...] Read more
Training the Weird
We are entering a new age of consumer fun and function. AI is going to supercharge both the utility and entertainment of consumer products, introducing new form factors and experiences that feel made for me. As Jared wrote recently, we [...] Read more
Doubling Down on Slope
In April 2022, we wrote about our Series A investment in Slope, a B2B Buy-Now-Pay-Later (BNPL) platform creating an automated, zero-question, instantaneous underwriting platform for B2B installment loans and bringing a buttery experience to B2B payments that has previously been [...] Read more