Deep Dives
We like to do a lot of deep dives at USV. We pick areas that we think will present interesting investment opportunities over the next five to ten years and then spend time researching them. We like to talk to [...] Read more
Zanskar
Co-authored by Albert Wenger. Geothermal energy is a vastly underdeveloped resource relative to its potential; just 0.1% of the Earth’s heat content could supply humanity’s total energy needs for two million years. It is also a great source of reliable, [...] Read more
USV Analyst Program 2022: Heads Up
It is hard to believe but well over two years have passed since Hannah, Hanel and David joined us as analysts at USV (David left midstream to start Primitives and Mona joined us). This means we are about to kick [...] Read more
Going From One Hundred To Four
Joe Hovde wrote a blog post about AVC last week. He analyzed all of the blog posts on AVC to find trends and other interesting tidbits. He charted the number of posts a month I have written here over the [...] Read more
The Low Energy Trap
I recently read Joseph Tainter’s outstanding book “The Collapse of Complex Civilizations,” which I recommend . It should be required reading for all politicians. Tainter’s theory is one of diminishing returns to bureaucracy, which we are clearly experiencing across many [...] Read more
The Low Energy Trap
I recently read Joseph Tainter’s outstanding book “The Collapse of Complex Civilizations,” which I recommend . It should be required reading for all politicians. Tainter’s theory is one of diminishing returns to bureaucracy, which we are clearly experiencing across many [...] Read more
The Merge
In about a month, an important moment will happen in the world of crypto/web3. The Ethereum blockchain will move from a proof of work consensus mechanism to a proof of stake consensus mechanism. This event is known as “The Merge” [...] Read more
Bridge Loans
When fundraising gets tougher for startups, the existing investors (insiders) will often provide a bridge loan to the company to extend the runway for getting another round done. There is more of this sort of thing happening in today’s fundraising [...] Read more
Innovation Indicators
Tech:NYC is the industry association for NY’s tech sector. They play a number of important roles and one of them is to educate and inform about the impact of the tech sector in NY. To that end, they launched a [...] Read more