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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