Writing

Thrilled to join USV as an analyst, partnering with founders building across healthcare, physical AI, and the emerging agentic stack. Let's connect on what you're building. Read more

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After starting out as an analyst, I am staying on as an Investment Partner at USV. Here is what I have learned from our team and why I am excited for the decade ahead. Read more

In 2015, my partner Fred Wilson published a short blog post, Don't Automate, Obliterate, on how USV thinks about startup investments. The post was based on a 1990 HBR article by Michael Hammer by the same name. Specifically, Fred and [...]  Read more

Infrastructure is one of the great accomplishments of human civilization. Early standout examples include the Roman road network and aqueducts and the even earlier sanitation systems of the Indus Valley Civilization. Modern life would be completely impossible without the extensive [...]  Read more

Over the last 24 months, prediction markets have grown rapidly, consistently defied expectations, and quickly become an indelible part of our social and economic fabric. Prediction markets receive a lot of criticism, some warranted, but ultimately we believe these types [...]  Read more