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The Fragmentation of Search

The market structure for Search is currently being reshaped. Horizontal and LLM-based “search agents” like ChatGPT and Perplexity are placing unprecedented pressure on search engines like Google. Cracks are beginning to form, from which new possibilities of search are rapidly [...]  Read more

Vertically Integrated and AI-First

Co-authored with Jared Hecht A new pattern is emerging that we are excited about at USV: entrepreneurs are upgrading physical industries with an AI-first and vertically integrated approach. Instead of selling software to industry incumbents, startups are increasingly deciding to [...]  Read more

Code

USV participated in a seed financing of Code, which is building a global payments app on the Solana blockchain. Code announced the financing today on their blog. You can see a nice visualization of the Code payments experience here and [...]  Read more

AI Aesthetics

The word “technology” comes from the Greek word techne, which refers to an art or skill or practice. Plato writes a lot about the concept, often making reference to artists such as flute players as canonical examples of those engaged [...]  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

Healthcare at the Edge

Co-authored with Jared Hecht USV invests at the edge of large markets being transformed by technological and societal pressures, and we believe that healthcare is at a transformational inflection point.  At the edge we have a confluence of movements ranging [...]  Read more