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Differentiated user experiences are a cornerstone of the defensible businesses that USV has invested in for over 10 years. In the most recent articulation of our thesis - 3.0 - we also stressed experiences and trusted brands that expand access [...]  Read more

Business Model Innovation in Healthcare

Recent conversations around healthcare have surfaced words like “crisis” and “collapse”. Besides being confused by the existing system, 20% of Americans can no longer afford basic healthcare (including their insurance premiums), leading to a higher number of people who are [...]  Read more

The Myth of The Infrastructure Phase

We are not in an infrastructure phase, but rather in another turn of the apps-infrastructure cycle. First, apps inspire infrastructure. Then that infrastructure enables new apps. Platforms evolve from an iterative cycle of apps=>infrastructure=>apps=>infrastructure and are rarely built in an outside vacuum. Read more