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The VC’s Customer

I saw Dan Primack assert that the venture capitalist’s customer is their limited partners in this tweet about the Citizen app, the recap, and their VCs: Regular reminder that, ultimately, VC funds works for their limited partners, not for their [...]  Read more

What Does “Native” Mean

When a new technology comes to market, we often look for “native” applications of that technology. What is a “native” AI application? What is a “native” Web3 application? I have not seen a better articulation of “native” than my partner [...]  Read more

The 83b Election

First and foremost, this is not tax advice. I am not a tax advisor and you should never take anything you read here as tax advice. If you read something here that makes you think you should take some tax-related [...]  Read more

The Rebrand

I’d guess that upwards of half of USV’s portfolio companies have changed the name of their company during their lifetime. It is not hard to understand why. Founders start out with an idea and not much more. By the time [...]  Read more

The Cleanse

I’ve never done a cleanse. But many of my friends and family members have done them. There are various flavors of cleanses but the basic idea is you cut back your consumption of food and drink and replace it with [...]  Read more

The AI Assist

I wrote last week that I have started coding again. And I have been amazed at how much easier it is now that I can code and deploy in the cloud without having to spin up anything myself. But the [...]  Read more

Termination Shock (Book Review)

Over vacation I read Termination Shock by Neal Stephenson . Unlike many other recent books tackling the climate crisis , it is entirely focused on the controversial issue of geoengineering through solar radiation modification (SMR). The basic idea of SMR [...]  Read more

Termination Shock (Book Review)

Over vacation I read Termination Shock by Neal Stephenson . Unlike many other recent books tackling the climate crisis , it is entirely focused on the controversial issue of geoengineering through solar radiation modification (SMR). The basic idea of SMR [...]  Read more