The weakest link
We have spent a fair bit of time over the past year working on security at USV and across the USV portfolio. Anyone who has spent time working on personal or corporate security — and in particular information security, knows [...] Read more
Losing In Double Overtime
Longtime readers know that I am a Knicks fan. Or as the Signal group I have with a couple of my kids is called, a “Frustrated Knicks Fan.” Last night we lost at home in double overtime to the Bulls. [...] Read more
From a labor mindset to a capital mindset
I’ve been quiet on the blog lately — writing is one of those things that’s hard to build a habit for, but always pays big dividends when you do it. Every time I’ve gotten into a good blogging rhythm I [...] Read more
Timing
There is a big difference between being right about something and being right about when something will happen. Sadly, to profit from being right you either have to get the timing right or you have to hang in there until [...] Read more
Being Direct
I saw The Gotham Gal’s reply to an email this morning that we were both copied on. I can’t remember exactly what she said but it was something like “I understand, but no.” No beating around the bush, no letting [...] Read more
Meditation And Distraction
I’ve been meditating for ten to fifteen minutes every day for the past two months. I have not missed a day since I started. I find it to be a wonderful practice which I enjoy and look forward to very [...] Read more
Taking Money “Off The Table”
One of the hardest things in managing a venture capital portfolio is managing your big winners. A big winner can dwarf the rest of the entire portfolio and you end up sitting on enormous paper profits that you can’t get [...] Read more
Video Of The Week: Vitalik Buterin
In honor of Ethereum trading (briefly) at north of $1000USD this week, I thought we'd hear this weekend from Ethereum's founder Vitalik Buterin. This is an interview that he sat for in October at the ETH Waterloo event (where, among [...] Read more
I’m Having A Meltdown
So the chips we use in our personal computers and cloud computers have some newly discovered security holes. One is called Meltdown. The other is called Spectre. My first reaction upon hearing the news yesterday was “so what do we [...] Read more