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Remote, Hybrid, or In-Person?
Fred Wilson – Jul 25, 2022
We have been watching our portfolio of ~130 technology companies wrestle with this decision for the last two and a half years. Brought on by the covid pandemic and the work from home moment that it created, there has been [...] Read more
Ghost’s Series A
Hannah Murdoch – Jul 18, 2022
Co-authored by Rebecca Kaden Excess inventory is one of the worst-kept secrets in ecommerce. Brands overproduce more than $500B of goods annually. In categories like cosmetics, less than 50% of inventory is sold within a 12-month window. Source: Shopify For [...] Read more
Valuing a Venture Capital Portfolio
Fred Wilson – Jul 18, 2022
Every quarter our firm goes through a process to value our entire portfolio. Those values, on a schedule of investments we publish to our investors every quarter, flow through to our financial statements and capital accounts and establish how much [...] Read more
XFuel
Mona Alsubaei – Jul 13, 2022
Co-authored with Nick Grossman Transportation, including road, rail, air, and marine, has a greater reliance on fossil fuels than any other sector. It accounts for 37% of CO2 emissions from end-uses. Electrification has been the preferred strategy to decarbonize small [...] Read more
The Meaning of Machine Creativity
Albert Wenger – Jul 11, 2022
For a long time there was a narrative that computers would only be good at automating routine tasks, leaving creativity to us humans. I never believed this because creativity isn’t some kind of magic but rather much of it is [...] Read more
The Meaning of Machine Creativity
Albert Wenger – Jul 11, 2022
For a long time there was a narrative that computers would only be good at automating routine tasks, leaving creativity to us humans. I never believed this because creativity isn’t some kind of magic but rather much of it is [...] Read more
Some Thoughts On Twitter (continued)
Fred Wilson – Jul 10, 2022
I wrote the post at the bottom and linked here when Elon Musk announced his intention to buy Twitter in late April. I am relieved that Musk has decided he does not want to own Twitter. I never thought he [...] Read more
Investing in Climate Adaptation
Hannah Murdoch – Jul 6, 2022
Co-authored by Hanel Baveja, Mona Alsubaei The USV Climate Fund is focused on companies that provide mitigation for, or adaptation to, the climate crisis. Mitigation means drawdown of existing greenhouse gasses and reducing future emissions. For example, sequestering carbon with [...] Read more
Progress vs. Categories
Albert Wenger – Jul 5, 2022
As humans we like to put things into categories. It makes communicating and thinking easier. Scratch that. It makes communicating and thinking possible. Categories go hand in hand with words as providing us with crucial compression of reality. Just like [...] Read more