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Healthcare At USV
Fred Wilson – Apr 17, 2019
Over the last five years, we have stepped up our investing in and around healthcare. About 15-20% of the early stage companies we have invested in over our last two fund cycles are working in this sector. If you look [...] Read more
Uncertainty Wednesday: Learning from Notre Dame
Albert Wenger – Apr 17, 2019
It was upsetting to see Notre Dame burn on Monday, as the building is a beloved landmark to the many millions who have visited Paris and enjoyed a stroll near its majestic presence. In addition it is also a major [...] Read more
Underground Infrastructure
Fred Wilson – Apr 16, 2019
One evening last week my daughter and I spent an hour with a team from our portfolio company Pilot Fiber who were pulling a new fiber cable from Sixth Avenue to Fifth Avenue along 18th Street. My daughter is doing [...] Read more
Watch Andrew Yang
Albert Wenger – Apr 16, 2019
Normally I would post a revised excerpt from World After Capital, but last week involved a lot of travel so I didn’t make enough progress. Instead, if you have not seen it already, I recommend watching Andrew Yang’s CNN Town [...] Read more
My Brief History with Notre-Dame in Paris
Bethany Crystal – Apr 16, 2019
Notre-Dame has always been more than just a building. It’s a cathedral, yes. But even for the non-religious, this Parisian landmark holds its own as a global icon. A beacon of history, of culture, of love. After 8 years of [...] Read more
Marley Spoon
Albert Wenger – Apr 15, 2019
One of the most basic human needs is the need for food. We all need to eat and drink to survive. And so it is not surprising that substantial parts of our lives, economies and societies are devoted to growing, [...] Read more
More S1 Fun
Fred Wilson – Apr 15, 2019
I am continuing my mini series on reading S1s (IPO documents). We are enjoying an IPO bonanza this year, so we might as well use it for some good and learn something. When a company files for an IPO, I [...] Read more
Functionality Vs Content
Fred Wilson – Apr 14, 2019
I saw some chatter on Twitter this past week about Netflix and Disney in the wake of Disney’s announcement of Disney+: I’m long $dis myself and no $nflx at the moment. That said will never not pay $nflx at current [...] Read more
Audio Of The Week: Coinbase Custody
Fred Wilson – Apr 13, 2019
And now a word from your sponsor: Coinbase is a USV portfolio company, I am on the board, and I am deeply invested in this business. Coinbase’s regulated custody subsidiary is an important part of their overall business and I [...] Read more