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Modeling The AGI Economy
Albert Wenger – Mar 25, 2026
There is a heated debate about what an AGI-level economy might look like. On one side are pessimists who foresee extreme wealth concentration and a permanent precariat: people with no meaningful economic role, dependent on whatever crumbs fall from the [...] Read more
Meet the Agents at USV: Arthur, Ellie, Sally, and Friends
Spencer Yen – Mar 25, 2026
There’s a great story in Stewart Brand’s How Buildings Learn about how a temporary wooden structure left over from World War II became one of the most loved buildings at MIT. During the war, MIT needed a new building to [...] Read more
AI Bubble or Not?
Albert Wenger – Mar 24, 2026
Are we in an AI bubble or not? As someone who lived through the dotcom bubble as an investor there are many parallels and also significant differences. By many metrics we are in obvious bubble territory with fantastically extended valuations [...] Read more
History Rhymes?
Andy Weissman and Nikhil Raman – Mar 13, 2026
It is said that while history doesn’t repeat, it does rhyme. This is a pattern we've observed before in the Internet era. When a novel technology arrives, early infrastructure is controlled (or attempted to be controlled) by a small number [...] Read more