For the original web to be widely adopted, people needed a web browser. This seems trivial today as every new computing device comes preloaded with one or more browsers. But early on this was a chicken and egg problem. There [...]  Read more


As my partner Brad noted in 2019, the first generation of the internet (aka “Web 1”) was built as a “stateless” system.  In other words, data packets could be moved around the network, but the network itself couldn’t store them [...]  Read more

Mundi’s Series A

Co-authored by John Buttrick. Each year, Mexico exports over $325 billion of goods to the US alone. However, SMEs represent only a tiny fraction – just 10% – of this massive business opportunity. This is largely structural, as SMEs have [...]  Read more


Email is one of the greatest communication tools ever invented – a universal, public system that enables written communication among all people, anywhere on the planet.  It can handle simple, short messages and rich content of all kinds.  It works [...]  Read more


A core piece of USV’s thesis has long been around an enablement layer – the idea that horizontal tooling is essential to support growing ecosystems that sit on top. That belief has led to investments like Twilio, Shippo, Sift, Clarifai, [...]  Read more


Co-authored by Nick Grossman. Thanks to major advances in GPS technology and the proliferation of mobile phones, we are used to predicting the arrival of everyday items with incredible accuracy. You can watch a Domino's pizza make its way down [...]  Read more