Writing

My view has been, and is, that we are in the “infrastructure phase” of the crypto market development cycle. To elaborate, I believe that we need better infrastructure (e.g. better base chains, better interchain interoperability, better clients, wallets and browsers) [...]  Read more

Dani and I have been spending a bunch of time recently thinking about the relationship between applications and infrastructure.  It’s a little bit of a chicken and egg situation.  You need infrastructure to build apps, but often times you don’t [...]  Read more

It’s that time of year for NBA season ticket holders. Preseason is upon us and the regular season is around the corner. For me, that means splitting up our games between our various family members. The way we do this [...]  Read more

My friend Brad Feld takes a digital sabbath . No email, internet, phone for 24 hours from Friday night to Saturday night. I’ve not been willing or able to do that but I do try to work less on the [...]  Read more

One of the themes we are deeply bought into at USV in our approach to healthcare investing is the opportunity in women’s health care, particularly providing care to young and healthy women. Our portfolio companies Nurx , Clue , and [...]  Read more

This question came up in the comments yesterday: It got me thinking about whether a competitive investment is a better investment. Most of the time we are in a competitive process when we consider an investment. But that is not [...]  Read more

There are many different styles of investing. At USV, we choose to be thesis-driven investors. This is our current thesis . When an opportunity shows up that is right down the middle of our strike zone, we generally jump on it. [...]  Read more