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Talking About It

I took the day off from AVC yesterday in observance of the moment we are living through. It is a very difficult time. I spent part of yesterday talking to a number of the leaders of our portfolio companies who [...]  Read more

American Carnage

Watching what is happening in the United States, my adopted home country, is incredibly painful. I have seen the last few days coming for years based on the ever more untenable income and wealth distribution combined with militarization of the [...]  Read more

A New Month

I woke up at dawn today. The sun was lightening the sky. The birds were chirping. I was reminded of the power of a new day, a clean slate, new opportunities. It is June. After three months of pandemic lockdowns, [...]  Read more

The Social Media Triangle

“Two out of three ain’t bad” is the title of a Meat Loaf song but is also the idea behind triangles : situations in which you can achieve only two of three objectives. The classic example is the idea that in [...]  Read more

Coinbase + Tagomi

Our portfolio company Coinbase announced yesterda y that it will acquire Tagomi to build out its institutional prime brokerage business. This is an important moment in the maturation of the crypto trading business. At USV, we have used Coinbase to [...]  Read more

Streaming Vs Torrenting

Last night at dinner we got to talking the film Barfly , which came out the year the Gotham Gal and I were married, so a long time ago now. We decided to watch it after dinner with our family [...]  Read more

Remembering Our Fallen Soldiers

On today, Memorial Day, we remember our fallen soldiers. I spent some time today going back over old blog posts I’ve written on this topic and landed on a post I wrote almost ten years ago , when I visited [...]  Read more