A historical collection of our writing.
Matt MandelExisting electrical infrastructure is ill-suited to our current needs. It was developed for a world where we simply sent firm AC power from centralized power plants to end-customers. Today, however, electricity flows multi-directionally, as both AC and DC, and more intermittently. As we continue to […] Read more
Grace CarneyThe market structure for Search is currently being reshaped. Horizontal and LLM-based “search agents” like ChatGPT and Perplexity are placing unprecedented pressure on search engines like Google. Cracks are beginning to form, from which new possibilities of search are rapidly germinating. USV […] Read more
Matt MandelCo-authored with Jared Hecht A new pattern is emerging that we are excited about at USV: entrepreneurs are upgrading physical industries with an AI-first and vertically integrated approach. Instead of selling software to industry incumbents, startups are increasingly deciding to use their technical […] Read more
Fred WilsonUSV participated in a seed financing of Code, which is building a global payments app on the Solana blockchain. Code announced the financing today on their blog. You can see a nice visualization of the Code payments experience here and you can download the Code app here. The Code team is the same […] Read more
Matt MandelThe word “technology” comes from the Greek word techne, which refers to an art or skill or practice. Plato writes a lot about the concept, often making reference to artists such as flute players as canonical examples of those engaged in a techne. Though today we are inclined to contrast technology […] Read more
We are entering a new age of consumer fun and function. AI is going to supercharge both the utility and entertainment of consumer products, introducing new form factors and experiences that feel made for me. As Jared wrote recently, we are ready for the weird. Models trained on our own data and […] Read more
