A historical collection of our writing.
As my partner Brad noted in 2019, the first generation of the internet (aka “Web 1”) was built as a “stateless” system. In other words, data packets could be moved around the network, but the network itself couldn’t store them or create persistent data out of them. So, a generation of companies […] Read more
Hanel BavejaCo-authored by John Buttrick. Each year, Mexico exports over $325 billion of goods to the US alone. However, SMEs represent only a tiny fraction – just 10% – of this massive business opportunity. This is largely structural, as SMEs have major financial obstacles when trading internationally: lack […] Read more
Email is one of the greatest communication tools ever invented – a universal, public system that enables written communication among all people, anywhere on the planet. It can handle simple, short messages and rich content of all kinds. It works for intimate conversations or large groups, within an […] Read more
A core piece of USV’s thesis has long been around an enablement layer – the idea that horizontal tooling is essential to support growing ecosystems that sit on top. That belief has led to investments like Twilio, Shippo, Sift, Clarifai, and MongoDB. These products have the great benefit of dual […] Read more
Hanel BavejaCo-authored by Nick Grossman. Thanks to major advances in GPS technology and the proliferation of mobile phones, we are used to predicting the arrival of everyday items with incredible accuracy. You can watch a Domino’s pizza make its way down the block to you in real time and receive push […] Read more
In 2015, we invested in Carta (FKA eShares) and wrote, “Anyone who owns shares or options in a private company instinctively knows that cap table management remains frustratingly analog…The collection and management of this information is a thankless task but critical to our business.” The same can […] Read more
