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2024 USV Core Fund

We recently started investing out of our newest USV Core Fund. As with each of our previous funds, while it is a new vehicle, our approach will stay the same: small fund, thesis driven, high conviction, and low velocity. We’ll [...]  Read more

Early Stage Brand Design

When you are building a startup some things are cyclical. One of the things that constantly cycles through is the idea that a visual rebrand will be the thing that helps you find the next S-curve and grow. I found [...]  Read more

The times they are ai-changin’

Two profound things are happening right now for entrepreneurs. First, AI is creating an entirely new set of capabilities for people to build new experiences and solve new problems. In the same way mobile and the cloud unlocked a new [...]  Read more

Bed Bugs and Trust on the Internet

Last week I began to notice what looked like bug bites on my limbs. I asked two dermatologists and ChatGPT what they were, and everyone said they looked like bed bug bites. Shit. My timeline checked out - I went [...]  Read more

The Deep Tech Opportunity

Modern venture history begins with General Georges Doriot’s American Research and Development (ARD) Corporation. ARD invested in a wide range of novel technologies, from off-shore oil and radiation detection to, most importantly, minicomputers. As Tom Nicholas notes in his VC: [...]  Read more

A.I. As The New Religion

In a world stripped of mythologies and starved of transcendent purpose, something profound has shifted in human ambition. Our ancestors built soaring cathedrals reaching toward heaven, monuments to their desire to be closer to God. Today we build data centers [...]  Read more

Philosophy Mondays

So far on Continuations I have had two big series: Tech Tuesdays and Uncertainty Wednesdays (since I have migrated to Paragraph these have become somewhat buried but I will fix that). Both series ran over several years and I greatly [...]  Read more